Matthew
Mccloskey

Nations Financial Group, Inc

CRD#325597
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Matthew Mccloskey is a financial advisor working out of Cedar Rapids, Iowa with a total of 4 years of relevant experience. Mccloskey works at Nations Financial Group, Inc. The advisor has gained experience at Wells Fargo Advisors Financial Network LLC and Nations Financial Group, Inc. Mccloskey maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Nations Financial Group, Inc is a registered investment company that has its headquarters in Cedar Rapids, IA. The firm has offices in 40 locations and a total of 85 financial advisors. It handles $3 billion in assets under management among its 9,788 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 9,788 customer accounts, 19% are held by high-net-worth clients who have more than $1 million in assets. Nations Financial Group, Inc has a broad array 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 are based on which service is offered. Fee types billed by Nations Financial Group, Inc most likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4000 River Ridge Dr Ne
Cedar Rapids, IA 52402

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Nations Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,011,458,350

IA Average: $9,259,360,772
Total Number of Employees

85

IA Average: 166
Total Number of Accounts

9,788

IA Average: 7,189
Average Account Size

$307,668

IA Average: $1,287,990

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 Mccloskey Work History

Matthew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Nations Financial Group, Inc

2009 - 2019 (10 years)

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 Mccloskey 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

Douglas Stephens
Lawrence, KS
Michael Kloc
Wayne, PA
Jon Wych
Cedar Rapids, IA
Craig Schlueter
Cedar Rapids, IA
Jack Trimp
Idaho Falls, ID
Brian Stein
Cedar Rapids, IA
Deborah Johnson
Cedar Rapids, IA
Steven Loesch
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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