Jack
Trimp
Nations Financial Group, Inc
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About this Advisor
Jack Trimp is a financial advisor operating in Idaho Falls, Idaho with 2 years of relevant experience. Trimp is an employee of Nations Financial Group, Inc. Over the course of their career, Trimp has held roles at Bank Of Commerce, Youth With A Mission, Hillcrest High School, Wells Fargo Advisors Financial Network, LLC and Nations Financial Group, Inc. Trimp holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Idaho. Nations Financial Group, Inc is an advisory business that has its headquarters in Cedar Rapids, IA. The firm has offices in 40 locations and a total of 85 employees. It oversees $3 billion in total assets between its 9,788 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 9,788 accounts, 19% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm has 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. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types charged by Nations Financial Group, Inc likely consist of 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
Jack Trimp Work History
Jack has been registered as a financial advisor for 2 years.*
Nations Financial Group, Inc
Wells Fargo Advisors Financial Network, LLC
Bank Of Commerce
Youth With A Mission
Hillcrest High School
*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 Jack Trimp 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
Davenport, IA
Wayne, PA
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
Idaho Falls, ID
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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