Nations Financial Group, Inc. is an independent wealth management firm headquartered in Cedar Rapids, IA.  We help top tier independent financial advisors grow, run, protect, and transition their practices by providing exceptional systems, service, guidance, and support. 


Securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 4000 River Ridge Drive NE, Cedar Rapids, IA 52402, member FINRA/SIPC and Registered Investment Adviser.
Industry regulations prevent us from receiving endorsements and/or recommendations from others based on the service they have received and prevent us from posting any specific investment advice. 

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Nations Financial Group, Inc

Nations Financial Group, Inc's headquarters in Cedar Rapids, IA, United States

Scott Bennett

Vicki Kean

Steve Cairney

Jordan Bennett

Erik Bjorseth

Dan Elliott

The Operations Team at Nations Financial Group, Inc. ensures the seamless daily functioning of wealth management services by coordinating between advisors and various departments. This includes handling transaction processing, risk assessment, compliance monitoring, and implementing efficient systems to support and streamline advisor practices. Their focus is on delivering superior service, mitigating risks, and enhancing operational efficiencies to facilitate the growth and stability of independent financial advisors' practices.

Operations Team

This department focuses on managing trading operations and assessing market risks to optimize financial performance.

Trading and Risk

The C-Suite Team at Nations Financial Group, Inc. is responsible for steering the overall strategic direction and operational efficiency of the company. This team comprises the top executives, including the President and CEO, Chief Financial Officer, Chief Growth Officer, Chief Strategy Officer, Chief Compliance Officer, and Chief Operating Officer. They work collectively to ensure robust financial performance, drive growth initiatives, implement strategic policies, maintain regulatory compliance, and streamline operations to support independent financial advisors effectively.

C-Suite Team

The Leadership Team at Nations Financial Group, Inc. is responsible for setting the strategic direction, overseeing financial performance, driving growth initiatives, ensuring regulatory compliance, and managing day-to-day operations to support the firm's mission of helping independent financial advisors succeed. The team includes the President and CEO, Chief Financial Officer, Chief Growth Officer, Chief Strategy Officer, Chief Compliance Officer, Chief Operating Officer, and Vice President of Operations.

Nations Financial Group, Inc

Org chart

Teams

Operations Team

Trading and Risk

C-Suite Team

Leadership Team

Offices

Nations Financial Group, Inc

Org chart

Teams

Operations Team

Trading and Risk

C-Suite Team

Leadership Team

Offices

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