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NATIONS FINANCIAL GROUP, INC.
NATIONS FINANCIAL GROUP, INC.
CEDAR RAPIDS, Iowa
·
7 registered advisors
·
CRD# 44181
SEC# 801-57407
35
319-393-9541
01
Firm Overview
AUM
$3.4B
Regulatory assets under management
Employees
83
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NATIONS FINANCIAL GROUP, INC.
7 registered advisors
Brenda Marie Bush
CEDAR RAPIDS, Iowa
CRD# 3154248
Brian Michael Wilkinson
CEDAR RAPIDS, Iowa
CRD# 2244145
Erik John Bjorseth
CEDAR RAPIDS, Iowa
CRD# 4404352
Leslie Daniel Miller
CEDAR RAPIDS, Iowa
CRD# 5305302
Matthew Brent Vawter
CEDAR RAPIDS, Iowa
CRD# 2438987
Richard Scott Bennett
CEDAR RAPIDS, Iowa
CRD# 858716
Stephen Michael Cairney
CEDAR RAPIDS, Iowa
CRD# 3085019
05
Office Locations
CEDAR RAPIDS, Iowa
7 advisors
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Data sourced from SEC Form ADV filings. NATIONS FINANCIAL GROUP, INC. (CRD# 44181) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.