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Brian Andrew Burgeson

Investment adviser representative at Nationwide Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$16.7BFirm assets
30 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Nationwide Investment Advisors, LLCMar 2018 to now
  2. Nationwide Investment Services CorpFeb 2018 to now
  3. Brian BurgesonApr 2008 to now
  4. Courtyard Townhome AssociationApr 2008 to now
  5. Jeffrey RiegleJan 2018 to Feb 2018
  6. Various Insurance Carriers for W & R Insurance AgenciesJun 2014 to Feb 2018
  7. Waddell & Reed IncJun 2014 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (OH).

Nationwide Investment Advisors, LLC

$16.7BAssets managed
251,223Clients
394Advisers
30 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5760605
Firm CRD
142373
Advisor's SEC record (opens in a new tab)
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