Nationwide Advisory Solutions Annual Revenue, Number of Employees, Growth and Funding

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Louisville, KY USA
Total Funding:N/A
Lead Investor(s):N/A
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State Ranking

Estimated Revenue & Financials

  • Nationwide Advisory Solutions's estimated annual revenue is currently $15.1M per year.
  • Nationwide Advisory Solutions's estimated revenue per employee is $210,000

Employee Data

  • Nationwide Advisory Solutions has 72 Employees.
  • Nationwide Advisory Solutions grew their employee count by 16% last year.
  • Nationwide Advisory Solutions currently has 1 job openings.

Executive Contacts

Chris DavisManager, IT App Development
Emily FarberTerritory Manager
Hudson KlaukeTerritory Manager
Anna WhitlowProduct Manager
Christian PorodTerritory Manager
Shane SmithTerritory Manager
Christopher SillmanTerritory Manager
Curtiss ScottTerritory Manager
Mathias BraboySuitability Principal
Erin OestringerTerritory Manager

Acquired in 2017, Nationwide Advisory Solutions began as Jefferson National. Recognizing our unique approach to service, distribution and technology, Nationwide reaffirms its mission to help America retire successfully and create a brighter future for our members and communities. Our mission is to help RIAs and fee-based advisors build their practices by enabling their clients to accumulate more wealth and reach their financial goals. We do this by developing and delivering investment products, services and technologies that fit the fiduciary standardwrapped in an industry-leading customer experience. The mission of Nationwide Financial is to help America prepare for and live in retirement.



Number of Employees


Revenue (est)


Current Jobs


Employee Growth %


Total Funding







NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Rural 1st®
Orion Portfolio...
FTJ FundChoice
Kingdom Trust
University of K...
Private Client ...
Nationwide Advi...

Nationwide Advisory Solutions News

08/12/2019 - IRS Rules for Nationwide and Lincoln on Annuity Advisory Fees

The IRS has sent Nationwide Mutual Insurance Company and two affiliates a ... Craig Hawley, head of Nationwide Advisory Solutions, said in a ...

09/03/2019 - IRS alleviates suffering of RIAs who use fee-based annuities ...

The pain was inflicted when advisory fees were pulled from annuity accounts. ... says Craig Hawley, head of Nationwide Advisory Solutions.

08/13/2019 - Fee-based annuities get IRS nod

Other annuity companies or clients cannot rely on this [Nationwide or ... Nationwide Advisory Solutions has been one of the only carriers with a ...