LoginAffiliation Options
Models Customized to Meet Your Needs
Five Affiliation Programs:
As a Nationwide Planning advisor, there are five different ways to affiliate:
- Independent Advisor
- Employee Advisor
- On-Premises Independent
- Advisor Trainee or Associate
- Professional Referring Partner Program
Whether you need full-spectrum “wire-house” support or are ready to make the move to full independence (or even if you’re looking for something in between), Nationwide Planning has a business model specially designed to meet the needs of your business.
| Employee Advisor | On-Premises Independent | Independent Advisor | Professional Referring Partner | |
Model Overview |
Through Nationwide’s affiliate Nationwide Planning Associates, we offer the benefits of working with a firm while having full ownership of your business. At any time an employee advisor has the opportunity to transition to an independent model. | Advisors can build and customize their business according to their needs and requirements. We provide you with a fully-outfitted, turn-key office space. You can the further customize your platform by electing additional services, support and software from a pay-as-you-go, ala carte menu. | Advisors have the opportunity to operate as an independent contractor, while Nationwide supports your technology, back-office, and infrastructure support. | Attorneys and Accountants can earn fees by referring clients to our financial advisors who will partner with you to provide objective investment advice and counseling. |
Product & Services |
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An extensive array of non-proprietary products and services so advisors have the freedom to offer appropriate solutions for your clients. |
Technology Package (link) |
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Support Resources |
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Benefits |
A full package including:
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Location/Office |
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Managed office space | You decide where you want to establish your business |
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