Unclaimed Profile

Brian Michael Wilkinson

NATIONS FINANCIAL GROUP, INC.·CEDAR RAPIDS, Iowa

Clean recordNATIONS FINANCIAL GROUP, INC.

4000 RIVER RIDGE DRIVE NE, CEDAR RAPIDS, IA 52402-7534CRD# 2244145Firm CRD# 44181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Michael Wilkinson · CEDAR RAPIDS, IA

Registration

CRD #2244145 · NATIONS FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Michael Wilkinson is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with NATIONS FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NATIONS FINANCIAL GROUP, INC.

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NATIONS FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2244145

Firm CRD# 44181

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Michael Wilkinson offer?

Brian Michael Wilkinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are Brian Michael Wilkinson's credentials?

Brian Michael Wilkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Michael Wilkinson located?

Brian Michael Wilkinson is based in CEDAR RAPIDS, Iowa, working with NATIONS FINANCIAL GROUP, INC.. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.

How does Brian Michael Wilkinson charge for services?

Brian Michael Wilkinson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIONS FINANCIAL GROUP, INC.?

NATIONS FINANCIAL GROUP, INC. has approximately 83 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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