David
Coiner

Nations Financial Group, Inc

CRD#2046194
Investment Advisor
in Davenport, IA

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About this Advisor

David Coiner is a chartered financial consultant working in Davenport, Iowa with a total of 18 years of relevant experience. Coiner is on the advisory team at Nations Financial Group, Inc. They have been an employee of Nations Financial Group, Inc for their entire career. Coiner holds a Series 63 license, which qualifies them as a securities broker, and is registered to serve investors in Iowa and Texas. Nations Financial Group, Inc is a financial advisory business operating out of Cedar Rapids, IA. The firm has offices in 40 locations and a total of 85 financial advisors. It controls $3 billion in assets under management among its 9,788 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 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 available to invest. Nations Financial Group, Inc offers a wide range 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. Fees for financial advice typically are based on the services. However, fees charged by Nations Financial Group, Inc likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

18 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

2305 E. 52Nd St. Suite 2
Davenport, IA 52807

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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

David Coiner Work History

David has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Nations Financial Group Inc

*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 David Coiner 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
Craig Schlueter
Cedar Rapids, IA
Tyler Coiner
Davenport, IA
Jon Wych
Cedar Rapids, IA
Brian Stein
Cedar Rapids, IA
Deborah Johnson
Cedar Rapids, IA
Matthew Milito
Littleton, CO
Michael Kloc
Wayne, PA

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.

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