Cedar Rapids, IA Fountains Blvd NE Office

Mark Geertsma is a CFP® professional and Series 63 registered advisor with 37 years of industry experience. He has served as a financial advisor at Nations Financial Group, Inc. since 2016 and has also held a senior vice president and financial advisor role at BankIowa since 1989. In addition to his advisory roles, he is involved in life and fixed annuity sales through United Life Insurance. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and a selection of in-house model portfolios and third-party manager programs using diverse investment strategies.

Jamie McDonald is a CFP® professional with 17 years of experience, currently serving at Nations Financial Group, Inc. since 2016. His prior experience includes roles at Heacock & Jones Financial Services, Eagle Strategies (NY Life), VSR Financial Services, Berthel, Fisher & Company Financial Services, and Strong Capital Management. Outside of his advisory work, McDonald is an adjunct professor at Loras College, where he teaches undergraduate courses. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a range of in-house model portfolios and access to third-party managers, employing various investment strategies across multiple asset classes.

Matthew Vawter is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 27 years with Nations Financial Group. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various portfolio management options and employs a range of investment strategies incorporating both in-house and third-party managers.

Katie Metcalf is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and one year of industry experience. She has been involved in various roles outside of traditional finance, including work with Hands In Harmony and the Carlson College of Massage, as well as operating her own business, Katie M Metcalf LLC, since 2015. Nations Financial Group, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services and investment strategies, combining fundamental, technical, quantitative, and tactical approaches across various asset classes and risk profiles.

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 at Nations Financial Group, Inc. with seven years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at LPL Financial, Avantax Insurance Agency LLC, and Tunink Murray Financial Group among other firms. Harris also operates Harris Wealth Services, providing investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and a range of in-house model portfolios that cover various asset allocation and 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 at Nations Financial Group, Inc. with two years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and Main Street LLC. Outside of his advisory role, he is a pitching instructor at a baseball training facility in Marion, Iowa. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and model portfolios across various risk profiles, employing a range of investment strategies including ETFs, mutual funds, and options.

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. and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at BankIowa and CUNA Brokerage Services, Inc. Outside of his advisory work, he owns a photography business. Nations Financial Group, Inc. serves a diverse client base, including individuals, pension plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management and employs a variety of investment methods, including in-house model portfolios and third-party manager options, to address different risk profiles.

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. in Cedar Rapids, IA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Nations Financial Group since 2016 and BankIowa since 1996. Outside of his advisory work, he serves as a golf coach for the Independence Community School District and is a board member of the Heartland Acres Agribation Center & Event Center. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, third-party manager programs, and other financial consulting services, employing a variety of investment strategies across multiple risk profiles.