Nations Financial Group, Inc.

Nations Financial Group, Inc. (CRD# 44181) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $1,951,287,521 in 5,967 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,951
    MILLION
  • Total Number of Accounts
    5,967
    ACCOUNTS
  • Average Account Value
    $327,013
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, VA, WA, WI

Financial Advisors at Nations Financial Group, Inc.
Showing 1 - 10 of 80 top financial advisors.
1
David A. Basinger
CRD#: 4037184
6991 Camelback Rd., Suite C-152, Scottsdale, AZ 85251

David Basinger (CRD# 4037184) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Scottsdale, AZ and has over 21 years of experience in the finance industry. David Basinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer A. Basinger
CRD#: 5209198
6991 Camelback Rd., Suite C-152, Scottsdale, AZ 85251

Jennifer Basinger (CRD# 5209198) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry.

3
Robert C. Battin
CRD#: 1613817
3491 Nw Anderson Hill Rd., Silverdale, WA 98383

Robert Battin (CRD# 1613817) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Silverdale, WA and has over 34 years of experience in the finance industry.

4
Douglas D. Bennett
CRD#: 1867275
3310 Mesa Way, Suite 101, Lawrence, KS 66049

Douglas Bennett (CRD# 1867275) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Lawrence, KS and has over 33 years of experience in the finance industry.

5
Jordan P. Bennett
CRD#: 5766735
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402

Jordan Bennett (CRD# 5766735) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 11 years of experience in the finance industry.

6
Richard S. Bennett
CRD#: 858716
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402

Richard Bennett (CRD# 858716) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 41 years of experience in the finance industry.

7
Joseph C. Bernardi
CRD#: 1220670
40 Main St., Suite 103, Dubuque, IA 52001

Joseph Bernardi (CRD# 1220670) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 37 years of experience in the finance industry. Joseph Bernardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Erik J. Bjorseth
CRD#: 4404352
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402

Erik Bjorseth (CRD# 4404352) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 19 years of experience in the finance industry.

9
Michelle A. Blenderman
CRD#: 4596249
600 5th St, Suite 303, Ames, IA 50010

Michelle Blenderman (CRD# 4596249) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Ames, IA and has over 18 years of experience in the finance industry.

10
Thomas G. Brennan
CRD#: 2237677
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402

Thomas Brennan (CRD# 2237677) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 29 years of experience in the finance industry.

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