KC
KC

Kevin Calegari

31 Years of Experience
Columbus, OH
Broker

Kevin Calegari is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 31 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
398 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

One Nationwide Plaza, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is the President of the Southern Tier Bicycle Club in Endicott, NY, since March 2025. He dedicates minimal time to this role, and it is not investment-related.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
December 2006 - Present · 19 yrs 7 mos
Nationwide Investment Services CorporationBroker
October 2004 - Present · 21 yrs 9 mos
Previous Registrations
Nationwide Investment Services Corporation
March 2006 - December 2006 · 9 mos
Uvest Financial Services And/or Compass Capital
September 2003 - October 2004 · 1 yr 1 mo
Uvest Financial Services Group, INC.Broker
September 2003 - October 2004 · 1 yr 1 mo
Quick & Reilly, INC.
September 2002 - September 2003 · 1 yr
Quick & Reilly, INC.Broker
May 2001 - September 2003 · 2 yrs 4 mos
Usi Securities, INC.Broker
May 1999 - January 2001 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
August 1994 - June 1999 · 4 yrs 10 mos
Ids Life Insurance CompanyBroker
August 1994 - June 1999 · 4 yrs 10 mos
State Registrations2 states
NYOH
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.