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Sharon Kiker

27 Years of Experience
Columbus, OH
Broker

Sharon Kiker is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 27 years of industry experience. Sharon 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, 03-07-202, 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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Employment History
Current Registrations
Nationwide Investment Advisors, LLC
August 2023 - Present · 2 yrs 9 mos
Nationwide Investment Services CorporationBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2013 - February 2023 · 9 yrs 8 mos
J.P. Morgan Institutional Investments INC.Broker
August 2012 - May 2013 · 9 mos
Fidelity Brokerage Services LLCBroker
January 2008 - March 2012 · 4 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
November 1998 - January 2008 · 9 yrs 2 mos
Mcdonald & Company Securities, INC.Broker
March 1998 - September 1998 · 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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.