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Nancy Feilbach

25 Years of Experience
Columbus, OH
Broker

Nancy Feilbach is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 25 years of industry experience. Nancy 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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Other Business Activities

Nancy works in customer service for sporting events with ProEm and as a sales associate at Bath & Body Works. These activities take minimal time and about a quarter of her time, respectively, and are not investment related.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
December 2018 - Present · 7 yrs 5 mos
Nationwide Investment Services CorporationBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
September 2013 - June 2018 · 4 yrs 9 mos
Sagepoint Financial, INC.Broker
September 2013 - June 2018 · 4 yrs 9 mos
Fsc Securities CorporationBroker
September 2013 - June 2018 · 4 yrs 9 mos
Walton Securities, INC.Broker
January 2010 - June 2013 · 3 yrs 5 mos
Ing Investment Management CO.
June 2008 - November 2009 · 1 yr 5 mos
Ing Funds Distributor, LLCBroker
September 2007 - November 2009 · 2 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
December 2003 - August 2007 · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
December 1999 - July 2003 · 3 yrs 7 mos
State Registrations52 states
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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.
Nancy Feilbach - Financial Advisor | TrueAdvisor