NATIONS FINANCIAL GROUP, INC.

3925 Fountains Blvd Ne
Suite 200
Cedar Rapids, Iowa 52411
Tel: 319-393-9541

About NATIONS FINANCIAL GROUP, INC.

NATIONS FINANCIAL GROUP, INC, formally registered with the SEC as NATIONS FINANCIAL GROUP, INC. The firm was established in 05/03/2000. They have over 36 offices throughout the country.

NATIONS FINANCIAL GROUP, INC. is a Cedar Rapids, Iowa based Financial Planning firm with nearly $3,398,671,718 assets under management, offering retirement planning & investment advisory services to 9857 clients. The firm is staffed with 83 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	44181
SEC#	801-57407
Assets Managed by Firm	$3,398,671,718
No. of Clients	9857
No. of Advisors	83

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9857	$3,398,671,718
Individuals (other than high net worth individuals)	4130	$1,181,195,851
High net worth individuals	1197	$2,041,404,101
Pension and profit sharing plans	16	$48,592,714
Charitable organizations	17	$22,280,689
Corporations or other businesses	21	$105,198,363

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