Brian Burgeson, financial advisor Columbus OH

Brian Burgeson

CRD Number: 5760605
Current Firm: Nationwide Investment Advisors, LLC

Brian Burgeson (CRD# 5760605) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Investment Services Corp Columbus, OH Feb 2018 - Current 6
Brian Burgeson Savage, MN Apr 2008 - Current 16
Courtyard Townhome Association Savage, MN Apr 2008 - Current 16
Jeffrey Riegle Bloomington, MN Jan 2018 - Feb 2018 < 1
Waddell & Reed Inc. Bloomington, MN Jun 2014 - Feb 2018 3
Various Insurance Carriers For W & R Insurance Agencies Burnsville, MN Jun 2014 - Feb 2018 3
Unemployed Burnsville, MN May 2014 - Jun 2014 < 1
Edward Jones St Louis, MO Feb 2010 - May 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Brian A. Burgeson
Phone Number: 614-435-8371
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    14,333
    MILLIONS
  • Total Number of Accounts
    273,511
    ACCOUNTS
  • Average Account Value
    $52,404
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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