Nationwide Investment Services Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2,240
Avg account
$0

Firm details

Headquarters
Columbus, Ohio
CRD number
7110
Registered since
March 26, 1976

Firm profile

FINTRX

Overview

Nationwide Investment Services Corporation is organized as a corporation that operates as an insurance broker-dealer. Public data classifies its ownership as a mix of a domestic entity and individual ownership. The firm is not identified as a capital allocator, an active ESG investor, a pension consultant, a multi-state registered investment adviser, or a related adviser. The profile of available attributes and the broker-dealer classification suggest the firm’s primary activities center on insurance product distribution and brokerage services rather than operating as a discretionary asset manager or a holder of managed investment mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 16
  • Weltha Smith

    Service Team CoordinatorCRD 4728163

  • Sarah Cain

    Complaint CoordinatorCRD 4579045

  • Tracy Nicholson

    CoordinatorCRD 4954047

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Contacts

3 of 2224
  • Richard Stahl

    Richard Stahl

    Registered RepresentativeCRD 5712221

  • Sherri Panttaja

    Sherri Panttaja

    Financial PlannerCRD 5719273

  • Shawn Drake

    Retirement Sales SpecialistCRD 5736124

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
1 Nationwide Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth