Edward
D'Entremont

Nations Financial Group, Inc

CRD#2435447
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Edward D'Entremont is a financial advisor who works in Cedar Rapids, Iowa who has 4 years of industry experience. D'Entremont is an employee of Nations Financial Group, Inc. Throughout their career, D'Entremont has worked at Wells Fargo Advisors Financial Network LLC and Nations Financial Group, Inc. D'Entremont has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania and Texas. Nations Financial Group, Inc is a financial advisory firm based out of Cedar Rapids, IA. The firm has offices in 40 locations and a total of 85 people on staff. It has $3 billion in assets under management between its 9,788 accounts, making it one of the largest firms in the country by assets under management. The firm advises 20 charitable organizations. Of its 9,788 customer accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm 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. Financial advisory fee schedules typically are based on which service is provided. Fee types charged by Nations Financial Group, Inc can be 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

Edward D'Entremont Work History

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

2019 - Present (5 years)

Nations Financial Group, Inc

2011 - 2019 (8 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 Edward D'Entremont 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
Brian Stein
Cedar Rapids, IA
Steven Loesch
Cedar Rapids, IA
Tyler Coiner
Davenport, IA
Deborah Johnson
Cedar Rapids, IA
Matthew Milito
Littleton, CO
Craig Schlueter
Cedar Rapids, IA
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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