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Kimberley Rumple

24 Years of Experience
Columbus, OH
Broker

Kimberley Rumple is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 24 years of industry experience. Kimberley 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
April 2022 - Present · 4 yrs 3 mos
Nationwide Investment Services CorporationBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Advised Assets Group, LLC
September 2016 - March 2022 · 5 yrs 6 mos
Gwfs Equities, INC.Broker
May 2012 - March 2022 · 9 yrs 10 mos
The Huntington Investment CompanyBroker
June 2007 - May 2010 · 2 yrs 11 mos
Online Brokerage ServicesBroker
January 2006 - June 2007 · 1 yr 5 mos
Ifmg Securities, INC.Broker
May 2005 - January 2006 · 8 mos
Banc One Securities CorporationBroker
October 1999 - February 2005 · 5 yrs 4 mos
State Registrations2 states
INOH
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.