Gregory
Wolfe
Nations Financial Group, Inc
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About this Advisor
Gregory Wolfe is a financial advisor operating out of West Des Moines, Iowa who has 22 years of relevant experience. Wolfe is currently employed by Nations Financial Group, Inc. They have spent their entire time as a financial advisor at Nations Financial Group, Inc. Wolfe has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Iowa. Nations Financial Group, Inc is a financial advisory business based out of Cedar Rapids, IA. The firm has offices in 40 locations and a total of 85 employees. It manages $3 billion in total assets across its 9,788 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 9,788 customer accounts, 19% belong to high-net-worth investors who have at least $1 million in assets. Nations Financial Group, Inc performs 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. Financial management fee schedules typically are based on which services the firm provides the client. However, fees charged by Nations Financial Group, Inc can include some 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
Gregory Wolfe Work History
Gregory has been registered as a financial advisor for 22 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 Gregory Wolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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