Nations Financial Group, INC.
Cedar Rapids, IA·SEC-registered · CRD #44181
Nations Financial Group, INC. is an SEC-registered investment advisory firm in Cedar Rapids, IA managing $4.8B across 13k client accounts, with 81 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.8B
Client accounts
13k
Advisory staff
81
Fee model
Fee-based
How Nations Financial Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Nations Financial Group, INC.
How much does Nations Financial Group, INC. manage?
Per its most recent SEC Form ADV filing (03/18/2026), Nations Financial Group, INC. reports $4.8B in regulatory assets under management across roughly 13k client accounts.
How does Nations Financial Group, INC. charge?
Nations Financial Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Nations Financial Group, INC. a fiduciary?
Yes. Nations Financial Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #44181), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Nations Financial Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Nations Financial Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cedar Rapids, IA
Profile compiled from Nations Financial Group, INC.'s public SEC Form ADV filing (CRD #44181, filed 03/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Nations Financial Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Nations Financial Group, INC.? Claim this profile.