Brian
Stein
Nations Financial Group, Inc
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About this Advisor
Brian Stein is a financial advisor based in Cedar Rapids, Iowa, working with Nations Financial Group, Inc. Brian has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Nations Financial Group, Inc. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Brian is part of Nations Financial Group, Inc, which operates out of Cedar Rapids, Iowa. The firm has 35 offices and 83 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Nations Financial Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nations Financial Group, Inc Brokerage Details
$3,398,671,718
83
9,857
$344,798
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
Brian Stein Work History
Nations Financial Group, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Brian Stein 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
Cedar Rapids, IA
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Cedar Rapids, IA
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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