Nations Financial Group, Inc.

Nations Financial Group, Inc. (CRD# 44181) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $3,011,458,350 in 9,788 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,011
    MILLION
  • Total Number of Accounts
    9,788
    ACCOUNTS
  • Average Account Value
    $307,668
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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Nations Financial Group, Inc.
Showing 1 - 10 of 82 top financial advisors.
1
David A. Basinger
CRD#: 4037184
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

David Basinger (CRD# 4037184) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 24 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
5010 East Warner Rd., Suite 212, Phoenix, AZ 85044

Jennifer Basinger (CRD# 5209198) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.

3
Robert C. Battin
CRD#: 1613817
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

Robert Battin (CRD# 1613817) 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.

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 35 years of experience in the finance industry.

5
Jordan P. Bennett
CRD#: 5766735
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

Jordan Bennett (CRD# 5766735) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 13 years of experience in the finance industry.

6
Richard S. Bennett
CRD#: 858716
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

Richard Bennett (CRD# 858716) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 43 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 39 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
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

Erik Bjorseth (CRD# 4404352) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 21 years of experience in the finance industry.

9
Michelle A. Blenderman
CRD#: 4596249
616 Kellogg Ave, Ames, IA 50010

Michelle Blenderman (CRD# 4596249) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Ames, IA and has over 21 years of experience in the finance industry.

10
Thomas G. Brennan
CRD#: 2237677
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

Thomas Brennan (CRD# 2237677) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 31 years of experience in the finance industry.

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