BK
BK

Benjamin Kindred

19 Years of Experience
Columbus, OH
Broker

Benjamin Kindred is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 19 years of industry experience. Benjamin 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.

Learn about disclosures →
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
June 2017 - Present · 8 yrs 11 mos
Nationwide Investment Services CorporationBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
The Huntington Investment CompanyBroker
September 2013 - June 2017 · 3 yrs 9 mos
The Huntington Investment Company
September 2013 - June 2017 · 3 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2013 · 11 mos
Chase Investment Services CORP.
June 2010 - October 2012 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
H. Beck, INC.
January 2010 - May 2010 · 4 mos
H. Beck, INC.Broker
January 2010 - May 2010 · 4 mos
Fsc Securities Corporation
July 2007 - December 2009 · 2 yrs 5 mos
Fsc Securities CorporationBroker
September 2006 - December 2009 · 3 yrs 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Benjamin Kindred - Financial Advisor | TrueAdvisor