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CFP
KW
CFP

Kirk Weber

Nationwide Securities, LLC
14 Years of Experience
Columbus, OH
Broker
View SEC Summary
View SEC Summary

Kirk Weber is a CFP-designated registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 14 years of industry experience. Kirk 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 108 clients.

Nationwide Securities, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
108 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K - $400K0.75%
$400K - $500K0.70%
$500K+0.65%

Schedule reflects the higher Signature Managed Account program rates. Select Managed Account program rates are lower, ranging from 0.55% down to 0.35%. ProAccount program rates range from 0.65% down to 0.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Nationwide Plaza, 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

Kirk is an ordained minister performing weddings since 2016 and spends minimal time on this activity. He is also a committee member for the Fulton Neighborhood Association and an assistant to a self-published author, each taking minimal time.

Employment History
Current Registrations
Nationwide Securities, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Nationwide Securities, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
April 2017 - August 2021 · 4 yrs 4 mos
RBC Capital Markets, LLCBroker
April 2017 - August 2021 · 4 yrs 4 mos
Nationwide Securities, LLC
June 2016 - April 2017 · 10 mos
Nationwide Securities, LLCBroker
November 2015 - April 2017 · 1 yr 5 mos
U.S. Bancorp Investments, INC.Broker
February 2015 - October 2015 · 8 mos
Ameriprise Financial Services, INC.Broker
September 2014 - February 2015 · 5 mos
American Enterprise Investment Services INC.Broker
May 2013 - March 2014 · 10 mos
Ameriprise Financial Services, INC.Broker
July 2011 - May 2013 · 1 yr 10 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.
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