Nationwide Planning Associates Inc.

Overview

Nationwide Planning Associates Inc. is organized as a corporation and is classified in the dataset as an independent broker-dealer. The firm’s SEC registration dates to 1992 and ownership is listed as individual. The available records do not describe advisory programs, fee structures, or specific business lines; the profile reads more like a broker-dealer platform than a traditional fee-based registered investment adviser. The dataset also flags the firm as not being an active ESG investor, not a multi-state adviser, and not a capital allocator or pension consultant.

Assets & Accounts

Location & Offices