Matthew
Tarini
Nations Financial Group, Inc
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About this Advisor
Matthew Tarini is a certified financial planner who works out of Phoenix, Arizona with a total of 2 years of relevant experience. Tarini works at Nations Financial Group, Inc. Tarini has gained experience at Wells Fargo Advisors Financial Network LLC and Nations Financial Group, Inc. Tarini holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Texas. Nations Financial Group, Inc is an advisory company based out of Cedar Rapids, IA. The company has offices in 40 locations and a total of 85 advisors. It oversees $3 billion in assets under management across its 9,788 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 9,788 client accounts, 19% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees are based on which service is offered. However, fees billed by Nations Financial Group, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nations Financial Group, Inc Brokerage Details
$3,011,458,350
85
9,788
$307,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Tarini Work History
Matthew has been registered as a financial advisor for 2 years.*
Nations Financial Group, Inc
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Tarini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nations Financial Group, Inc
Lawrence, KS
Cedar Rapids, IA
Idaho Falls, ID
Cedar Rapids, IA
Littleton, CO
Cedar Rapids, IA
Davenport, IA
Cedar Rapids, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
