Cedar Rapids, IA 300 Collins Road NE Office
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Nations Financial Group, Inc.
Multi-team
Firm-wide stats for Nations Financial Group, Inc.
About
Nations Financial Group, Inc. provides advisory services to a broad client base that includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate/business clients. Services described in the brochure include discretionary and non‑discretionary portfolio management, pension consulting and 3(38) 401(k) model portfolios, third‑party manager programs, one‑time financial consulting, and a wrap account option.
The firm maintains a menu of in‑house model portfolios—asset allocation, equity, tactical, income, and a five‑tier 401(k) lineup—managed on varying risk profiles from conservative to aggressive, and IARs may select or recommend third‑party managers as part of a client’s solution. IARs employ a mix of fundamental, technical, quantitative and tactical methods and may implement strategies that include ETFs, mutual funds, individual equities, options (including covered calls), margin, and ETF‑based long/short tactical approaches.
NFGI is dually registered and operates a FINRA‑registered broker/dealer and an insurance general agency, and a majority of its IARs are approved to act as registered representatives—an arrangement that is less common among enterprise advisers and that allows clients to receive advice either on a fee basis or through commission‑based brokerage. The firm’s clearing and custody relationships (including a clearing arrangement with Wells Fargo Clearing Services and access to Schwab custody), use of cash‑sweep and securities‑based loan programs, and related economic benefits to the firm and its IARs are distinctive operational features that can affect execution, lending options, and potential conflicts of interest to consider.
Based on Nations Financial Group, Inc.
Expertise
Based on Nations Financial Group, Inc.
Location
300 Collins Road NE, Suite A
Cedar Rapids IA 52402
Advisors at this office
3
Advisors at this office
Ross H
Series 66
Cedar Rapids, IA
Nations Financial Group, Inc.
Ross Hanson is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2020. Outside of his advisory role, Hanson is an owner and operator of Hanson’s Schwartz Farms and serves as a volunteer firefighter with the Vinton Volunteer Fire Department. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, pension consulting, and access to in-house and third-party managed portfolios across varying risk profiles.
Nathanael P
Series 66
Cedar Rapids, IA
Nations Financial Group, Inc.
Nathanael Pfeil is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked with Holy Cross Lutheran Church and St. Peter Lutheran Church. Outside of his advisory role, Pfeil teaches general financial management through a homeschool assistance program and serves as a substitute organist for local Lutheran churches. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers various portfolio management strategies and combines fundamental, technical, quantitative, and tactical methods, allowing advisors to tailor client solutions using multiple investment vehicles.
Steven L
Series 63, Series 65, Series 66
Cedar Rapids, IA
Nations Financial Group, Inc.
Steven Loesch is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Nations Financial Group since 2012. Outside of his advisory role, Mr. Loesch officiates high school girls volleyball games throughout Iowa and is involved as a partner or owner in several local retail and service businesses. Nations Financial Group provides investment advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management strategies and financial consulting services, utilizing proprietary model portfolios combined with outside manager options tailored to client objectives and risk tolerances.
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