Cedar Rapids, IA Fountains Blvd NE Office

Mark Geertsma is a CFP® professional with 36 years of experience in the financial services industry. He has been with Nations Financial Group, Inc. since 2016 and previously worked at Wayne Hummer Investments L.L.C. and BankIowa, where he continues to serve as an SVP and financial advisor. Additionally, he is involved in life and fixed annuity sales through United Life Insurance. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and outside managers, tailoring investment strategies to client objectives, risk tolerance, and liquidity needs.

Jamie McDonald is a CFP® professional with 17 years of experience in the financial industry. He is affiliated with Nations Financial Group, Inc. and has been a co-owner and partner at Core Investments Group since 2016. In addition to his advisory roles, he serves as an adjunct professor at Loras College, teaching undergraduate courses. Nations Financial Group, Inc. offers advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides a range of portfolio management and consulting services, utilizing in-house and third-party model portfolios across various risk profiles and employing multiple investment strategies.

Matthew Vawter is a financial advisor at Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Nations Financial Group since 1999. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives, risk tolerance, and liquidity needs.

Katie Metcalf is a financial advisor at Nations Financial Group, Inc. She holds the Series 66 designation and has recently entered the industry. Her prior experience includes roles at Faith & Family Financial, Hands In Harmony, and Carlson College of Massage, along with owning Katie M Metcalf LLC. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services, employing varied investment strategies and providing clients with access to both in-house and third-party managed solutions.

Erik Bjorseth is a financial advisor at Nations Financial Group, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Nations Financial Group since 2002. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Craig Schlueter is a financial advisor at Nations Financial Group, Inc. with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Berthel Fisher & Company Financial Services, Inc. from 2016 to 2021. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives and risk tolerance.

Jordan Bennett is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA. He holds a Series 66 designation and has 15 years of industry experience, having been with Nations Financial Group since 2010. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Richard Bennett is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has been with Nations Financial Group since 1997. Bennett serves on the board of Kids First, a nonprofit organization supporting children's rights in legal and divorce matters. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios alongside outside managers to tailor investment strategies to client objectives and risk profiles.

Kristina Harris is a financial advisor with Nations Financial Group, Inc. She holds Series 65 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at LPL Financial, Avantax Investment Services, and the Tunink Murray Financial Group. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and corporate clients. The firm offers a range of advisory services from discretionary portfolio management to 401(k) model portfolios and employs various investment strategies across different risk profiles.

Crystal Walter is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Transamerica. Walter serves as chair of the Parks, Waterways and Recreation Commission for the City of Cedar Rapids and operates a small online resale business specializing in antiques and home decor. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm combines proprietary model portfolios with the option to select outside managers, tailoring investment strategies to client objectives, risk tolerance, and liquidity needs.

Jacob Williams is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Nations Financial Group, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is a pitching instructor at a baseball training facility. Nations Financial Group provides advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a variety of investment options and employs multiple strategies ranging from fundamental to tactical, allowing advisors to tailor solutions across different risk profiles.

Aaron Tank is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Outside of finance, he owns a catering business and coaches sports. Nations Financial Group, Inc. 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 and consulting services, utilizing proprietary model portfolios and outside managers to tailor investment strategies according to client objectives and risk tolerance.

Kyle Winter is a financial advisor with Nations Financial Group, Inc. in Waterloo, IA, holding a Series 66 designation and 23 years of industry experience. He has worked at Nations Financial Group since 2016 and has been affiliated with BankIowa since 2007. Outside of his advisory roles, Winter owns KW Photography, a photography business. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s approach combines proprietary model portfolios with outside manager selection, tailored to client objectives, risk tolerance, and liquidity needs.

Leslie Miller is a Series 66 licensed financial advisor with Nations Financial Group, Inc., based in Cedar Rapids, IA, and has 13 years of industry experience. Miller has worked at Nations Financial Group in two periods totaling 17 years, with a one-year tenure at Aegon Asset Management in between. Outside of advisory work, Miller is a partner in a farming business. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Ryan Ruffcorn is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Nations Financial Group in 2016, he worked at Wayne Hummer Investments L.L.C. and BankIowa, where he continues to serve as a financial advisor. Outside of his advisory work, he coaches golf for the Independence Community School District and serves on the board of Heartland Acres, an agribation and event center. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios and outside managers to tailor investment strategies based on client objectives, risk tolerance, and liquidity needs.