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.
Location
Cedar Rapids, IA 52402
Credentials
Series 66
Industry experience
5 years
Ross Hanson is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding a Series 66 designation and five years of industry experience. Prior to joining Nations Financial Group in 2020, he worked at Rehab Visions and serves in public safety roles with the Benton County Sheriff Office and Vinton Volunteer Fire Department. Outside of finance, he owns and operates Hanson’s Schwartz Farms. Nations Financial Group provides investment advisory services to a diverse clientele, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs a range of proprietary model portfolios and outside managers, tailoring investment strategies to client objectives and risk tolerance.
Based on Nations Financial Group, Inc.
Based on Nations Financial Group, Inc.
Financial Consulting services charged on a one-time basis, fee varies and is negotiated per client agreement.
$0+: Up to 2.25% for discretionary, non-discretionary, and sub-adviser advisory accounts (additional transaction or trading costs may apply) $0+: Up to 2.50% for all-inclusive wrap accounts (NFGI Wrap) where transaction costs are included in the fee $0+: 0.10% - 0.30% for NFGI 401K Portfolios offered as 3(38) manager $0+: Up to 1.50% for NFGI Portfolios, may be discounted by the IAR
Commissions earned by IARs acting as registered representatives on securities transactions in commission-based brokerage accounts.
Account minimum: $25,000
300 Collins Road Ne, Suite A
Cedar Rapids, IA 52402
Iowa
Nations Financial Group, Inc.
2020 - Present (6 years)
Benton County Sheriff Office
2019 - Present (7 years)
Hanson's Schwartz Farms
2019 - Present (7 years)
Vinton Volunteer Fire Dept
2018 - Present (8 years)
Rehab Visions
2016 - 2020 (4 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.
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