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Roland Wilson

18 Years of Experience
Columbus, OH
1 DisclosureBroker

Roland Wilson is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 18 years of industry experience. Roland is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251,223 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
396 advisors
Number of Clients
251,223 clients
Average Client Portfolio
$67K average
Assets Under Management
$16.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is up to 1.00% for participant accounts, up to 0.65% for governmental and institutional plan participants, up to 0.50% for the Advice Program, and up to 0.02% for Smart Alliance. Fees are negotiable at the plan level.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

Get directions

History

Regulatory History (1)
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Judgment / Lien
November 2025
Other Business Activities

Roland owns a personal real estate investment business, Ascension Financial, LLC, since 2018. He dedicates minimal time to this activity.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
January 2015 - Present · 11 yrs 9 mos
Nationwide Investment Services CorporationBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
LPL Financial LLC
November 2013 - December 2014 · 1 yr 1 mo
LPL Financial LLCBroker
October 2013 - December 2014 · 1 yr 2 mos
J.P. Morgan Securities LLC
October 2012 - October 2013 · 1 yr
J.P. Morgan Securities LLCBroker
October 2012 - October 2013 · 1 yr
Chase Investment Services CORP.
June 2011 - October 2012 · 1 yr 4 mos
Chase Investment Services CORP.Broker
June 2011 - October 2012 · 1 yr 4 mos
Edward Jones
March 2008 - June 2011 · 3 yrs 3 mos
Edward JonesBroker
February 2008 - June 2011 · 3 yrs 4 mos
State Registrations3 states
FLGAOH
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.
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