Founded in 1999, Nationwide Planning Associates, Inc. operates as an independent financial services firm. It functions as both a broker-dealer, registered with the Financial Industry Regulatory Authority (FINRA), and a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). The company's business model is centered on supporting independent financial advisors by providing them with the necessary tools, a broad range of investment and insurance products, and a regulatory framework to serve their clients effectively. This independent model allows advisors to offer personalized financial planning and investment management without being tied to proprietary products.

Founded in

United States