Matthew
Milito
Nations Financial Group, Inc
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About this Advisor
Matthew Milito is a financial advisor operating in Littleton, Colorado with 3 years of industry experience. Milito currently works for Nations Financial Group, Inc. The advisor has gained experience at Wells Fargo Advisors Financial Network, LLC, Miragen Therapeutics and Nations Financial Group, Inc. Milito maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. Nations Financial Group, Inc is an advisory company operating out of Cedar Rapids, IA. The investment advisory business has offices in 40 locations and a total of 85 advisors. It manages $3 billion in assets under management across its 9,788 client accounts, making it one of the largest firms in the nation 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 assets. Nations Financial Group, Inc provides a wide range of services, including 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 fee schedules largely vary depending on the type of services. Fees charged by Nations Financial Group, Inc most likely include any 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 Milito Work History
Matthew has been registered as a financial advisor for 3 years.*
Nations Financial Group, Inc
Wells Fargo Advisors Financial Network, LLC
Miragen Therapeutics
*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 Milito 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
Wayne, PA
Cedar Rapids, IA
Idaho Falls, ID
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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