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).
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Total Assets Under Management3,011MILLION
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Total Number of Accounts9,788ACCOUNTS
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Average Account Value$307,668
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
Michael Kloc (CRD# 1810293) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Wayne, PA and has over 35 years of experience in the finance industry.
Maureen Kozak (CRD# 1538014) 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.
Chad Kruse (CRD# 3117191) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 25 years of experience in the finance industry.
Nicolle Landwehr (CRD# 2726495) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Seaside, OR and has over 27 years of experience in the finance industry.
Robert Lee (CRD# 1413943) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 15 years of experience in the finance industry.
Steven Loesch (CRD# 2489984) 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.
Carol Mayhart (CRD# 4267071) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 18 years of experience in the finance industry.
Andrew McCloskey (CRD# 5126983) 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.
Martha McCurry (CRD# 2196071) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 18 years of experience in the finance industry.
Jamie McDonald (CRD# 4419754) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 20 years of experience in the finance industry.