Kimberly Popoff
Kimberly Popoff is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 12 years of industry experience. Kimberly 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
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Regulatory History (2)
Financial
March 2024Financial
September 2023Employment History
Current Registrations
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations2 states
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
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