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 31 - 40 of 82 top financial advisors.
31
Michael J. Kloc
CRD#: 1810293
115 Bloomingdale Ave, Wayne, PA 19087

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.

32
Maureen B. Kozak
CRD#: 1538014
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

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.

33
Chad J. Kruse
CRD#: 3117191
40 Main St., Suite 103, Dubuque, IA 52001

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.

34
Nicolle L. Landwehr
CRD#: 2726495
960 N. Roosevelt Dr., Seaside, OR 97138

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.

35
Robert E. Lee
CRD#: 1413943
40 Main St., Suite 103, Dubuque, IA 52001

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.

36
Steven M. Loesch
CRD#: 2489984
3053 Center Point Rd. Ne, Suite A, Cedar Rapids, IA 52402

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.

37
Carol A. Mayhart
CRD#: 4267071
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

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.

38
Andrew M. McCloskey
CRD#: 5126983
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

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.

39
Martha S. McCurry
CRD#: 2196071
373 Collins Rd. Ne, Suite 214, Cedar Rapids, IA 52402

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.

40
Jamie W. McDonald
CRD#: 4419754
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411

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.

PREV ... 1 2 3 4 5 6 7 8 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.