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Kathy Rose Richards

NATIONWIDE FUND ADVISORS·COLUMBUS, Ohio
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10 WEST NATIONWIDE BLVD, COLUMBUS, OH 43215CRD# 4869371Firm CRD# 109391
01

About

Kathy Rose Richards is a registered financial advisor based in COLUMBUS, Ohio, affiliated with NATIONWIDE FUND ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
NATIONWIDE FUND ADVISORS
NATIONWIDE FUND ADVISORS
AUM
$78.3B
Regulatory assets under management
Employees
135
Total firm employees
View all advisors at NATIONWIDE FUND ADVISORS →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4869371
Firm CRD# 109391
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathy Rose Richards offer?
Kathy Rose Richards specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.
What are Kathy Rose Richards's credentials?
Kathy Rose Richards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Rose Richards located?
Kathy Rose Richards is based in COLUMBUS, Ohio, working with NATIONWIDE FUND ADVISORS. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Kathy Rose Richards charge for services?
Kathy Rose Richards's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONWIDE FUND ADVISORS?
NATIONWIDE FUND ADVISORS has approximately 135 employees and manages $78.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBUS
Randall Thomas Gerber — GERBER, LLCMax Theisen Larsen — FUTURE FINANCES INCMichael Clark Butler — NCT FUND MANAGEMENT, LLCStanley Ray Edgell — STRATEGIC PLANNING, INC.Steven Dale Cox — ROMANS 1 ADVISORS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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