Nations Financial Group, Inc.

Nations Financial Group, Inc. (CRD# 44181) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $597,292,351 in 2,477 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    597
    MILLION
  • Total Number of Accounts
    2,477
    ACCOUNTS
  • Average Account Value
    $241,135
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, NY, OH, OR, PA, TX, VA, WA, WI

Financial Advisors at Nations Financial Group, Inc.
Showing 1 - 10 of 54 top financial advisors.
1
James C. Wachendorf
CRD#: 604174
221 E. College St., Suite 300, Iowa City, IA 52240
101
Wealthminder
score
James Wachendorf (CRD# 604174) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Iowa City, IA and has over 35 years of experience in the finance industry. James Wachendorf 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Stephen M. Cairney
CRD#: 3085019
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402
98
Wealthminder
score

Stephen Cairney (CRD# 3085019) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 17 years of experience in the finance industry.

3
David A. Coiner
CRD#: 2046194
2305 E. 52nd St., Suite 2, Davenport, IA 52807
96
Wealthminder
score

David Coiner (CRD# 2046194) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Davenport, IA and has over 27 years of experience in the finance industry.

4
Nicolle L. Landwehr
CRD#: 2726495
960 N. Roosevelt Dr., Seaside, OR 97138
96
Wealthminder
score

Nicolle Landwehr (CRD# 2726495) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Seaside, OR and has over 21 years of experience in the finance industry. Nicolle Landwehr 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.

5
Jamie W. McDonald
CRD#: 4419754
198 Locust St., Dubuque, IA 52001
96
Wealthminder
score

Jamie McDonald (CRD# 4419754) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 14 years of experience in the finance industry. Jamie McDonald 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.

6
Jude C. Milbert
CRD#: 2017406
198 Locust St., Dubuque, IA 52001
96
Wealthminder
score

Jude Milbert (CRD# 2017406) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 27 years of experience in the finance industry. Jude Milbert 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.

7
Matthew D. Shannahan
CRD#: 1637690
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402
96
Wealthminder
score

Matthew Shannahan (CRD# 1637690) 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.

8
Douglas D. Bennett
CRD#: 1867275
3310 Mesa Way, Suite 101, Lawrence, KS 66049
93
Wealthminder
score

Douglas Bennett (CRD# 1867275) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Lawrence, KS and has over 29 years of experience in the finance industry.

9
Jordan P. Bennett
CRD#: 5766735
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402
93
Wealthminder
score

Jordan Bennett (CRD# 5766735) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 7 years of experience in the finance industry.

10
Richard S. Bennett
CRD#: 858716
4000 River Ridge Dr Ne, Cedar Rapids, IA 52402
93
Wealthminder
score

Richard Bennett (CRD# 858716) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 37 years of experience in the finance industry.

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