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Nations Financial Group

EST. AUM
$3,867,522,560

CONTACTS
9

CLIENT ACCOUNTS
9,822

Firm Details

Metro area Des Moines
CRD Number 44181
Website nationsfg.com
Client types

Overview

Nations Financial Group, Inc. (NFGI) is an independent wealth management firm headquartered in Cedar Rapids, Iowa. Established in 1998, NFGI operates as both a Registered Investment Adviser (RIA) and an independent broker-dealer, offering a comprehensive platform for independent financial advisors across the United States. The firm provides a suite of services designed to support advisors in delivering wealth management solutions to their clients, including investment portfolio management, financial planning, and consulting services. NFGI emphasizes a philosophy called "TrueWealth," focusing on fostering well-being and prosperity for advisors, their clients, and families. Nations Financial Group is led by a seasoned executive team, including CEO Scott Bennett and President Steve Cairney, who oversee the firm's strategic direction and operations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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