Heather
Cox
Nations Financial Group, Inc
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About this Advisor
Heather Cox is a financial advisor based in Independence, Iowa, working with Nations Financial Group, Inc. Heather has previously held positions at Ohnward Bank And Trust, Hall Lending Group, Sag Wagon Deli And Brew, Kerndt Brothers Savings Bank, Keystone Savings Bank, Nxt Bank, Us Bank, Thrivent Investment Management Inc, Thrivent Financial, Nations Financial Group, Inc, and Bankiowa. Heather has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Heather is part of Nations Financial Group, Inc, which operates out of Independence, 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
Heather Cox Work History
Nations Financial Group, Inc
Bankiowa
Thrivent Investment Management Inc
Thrivent Financial
Ohnward Bank And Trust
Hall Lending Group
Sag Wagon Deli And Brew
Kerndt Brothers Savings Bank
Keystone Savings Bank
Nxt Bank
Us Bank
Nxt Bank
Disclosures
Please visit the SEC profile of Heather Cox 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 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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