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Nationwide Planning Associates Inc.


Nationwide Planning Associates Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

NPA is a full services financial company that provides those products and services which best satisfy the investment needs of its clientele through accomplished financial services professionals. NPA is committed to providing those professionals with access to the most advanced resources available to enable them to achieve success for their clients. Keeping the clients best financial interests a top priority is NPA’s primary goal. Through full service clearing arrangements with Pershing and Penson, as well as its own alternative investment platform, NPA’s registered representatives are able to offer the same traditional service and products found at the larger institutional houses without limitation. NPA does not manage or own any proprietary investment products that can limit the investor and their advisor. What is best for the client, NPA feels is best for the Representative.

Nationwide Planning Associates is a NASD member broker dealer that specializes in providing a full service platform of traditional and alternative wealth management services, investments, and brokerage accounts for individuals, independent investment advisors, and institutions. Realize your financial goals with solutions tailored to your needs. No Cost, no obligation. Contact a Nationwide Planning Representative for assistance with mutual funds, insurance needs, advice, and more. Some benefits of online statements Depending on your choice of service, you may view your brokerage account or all accounts, including mutual funds held direct and participating variable annuities, all on one consolidated statement. Look at asset allocation to see how much you have invested in stocks, bonds, and cash, or view by fund objective Global, Growth, Aggressive, Growth, etc.

The company’s Mission is to offer the highest possible service to earn and maintain the client relationship utilizing an open architecture consultative structure to the client experience.

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