Gary
Carlson

Nations Financial Group, Inc

CRD#1407436
Investment Advisor
in Urbandale, IA

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About this Advisor

Gary Carlson is a financial advisor working in Urbandale, Iowa with a total of 16 years of relevant experience. Carlson is an advisor for Nations Financial Group, Inc. They have worked at Nations Financial Group, Inc for their total career. Carlson maintains a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in Iowa. Nations Financial Group, Inc is a financial advisory firm based in Cedar Rapids, IA. The company has offices in 40 locations and a total of 85 advisors. It controls $3 billion in total assets across its 9,788 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 9,788 accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number 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 charged by financial advisors usually are based on the services offered. However, fee types charged by Nations Financial Group, Inc most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

16 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

Urbandale, IA

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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

Gary Carlson Work History

Gary has been registered as a financial advisor for 16 years.*

2007 - Present (17 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 Gary Carlson 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
Brian Stein
Cedar Rapids, IA
Steven Loesch
Cedar Rapids, IA
Jack Trimp
Idaho Falls, ID
Matthew Milito
Littleton, CO
Jon Wych
Cedar Rapids, IA
Tyler Coiner
Davenport, 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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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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