Advisor at Nations Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Nations Financial Group, Inc.
Location
Independence, IA 50644
Credentials
Series 66
Industry experience
2 years
Financial Consulting fees vary and are negotiated; charged on a one-time basis.
$0+: up to 2.25% for Individual Portfolio Management, Pension Consulting and Third-Party Manager discretionary and non-discretionary accounts $0+: up to 2.50% for all-inclusive wrap accounts (NFGI Wrap) $0+: 0.10% to 0.30% for NFGI 401K Portfolios under 3(38) manager arrangement $0+: up to 1.50% for NFGI Portfolios (may be discounted by IAR)
Account minimum: $25,000
Nations Financial Group, Inc.
2023 - Present (3 years)
BankIowa
2023 - Present (3 years)
Thrivent Financial
2023 - 2023 (1 year)
Thrivent Investment Management Inc
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
Ohnward Bank and Trust
2020 - 2023 (3 years)
Hall Lending Group
2020 - 2020 (1 year)
Sag Wagon Deli and Brew
2020 - 2020 (1 year)
Kerndt Brothers Savings Bank
2018 - 2020 (2 years)
Keystone Savings Bank
2016 - 2018 (2 years)
NXT Bank
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Independence, IA
Edward Jones
Series 66
Independence, IA
Edward Jones
CFP®, Series 66
Jesup, IA
Innovative Wealth Management, LLC
Series 65
Jesup, IA
Innovative Wealth Management, LLC
CFP®, Series 63
Independence, IA
Nations Financial Group, Inc.
Series 63, Series 66
Independence, IA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")