Michelle
Blenderman

Nations Financial Group, Inc

CRD#4596249
Investment Advisor
in Ames, IA

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About this Advisor

Michelle Blenderman is a financial advisor based out of Ames, Iowa, with 15 years of financial industry experience. Blenderman works at Nations Financial Group, Inc. They have spent all of their time as a financial advisor at Nations Financial Group, Inc. Blenderman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Nations Financial Group, Inc is a registered investment business operating in Ames, Iowa. The investment advisory business has offices in 36 locations and a total of 81 advisors. It handles $3 billion in assets among its 8,473 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 19 charities and foundations. Of its 8,473 client accounts, 18% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Nations Financial Group, Inc has a wide range of services, including 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 fees usually are based on which services are provided. However, fee types billed by Nations Financial Group, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

Disclosures

No

Office Location

600 5Th St Suite 303
Ames, IA 50010

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Nations Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,932,512,290

IA Average: $9,259,360,772
Total Number of Employees

81

IA Average: 166
Total Number of Accounts

8,473

IA Average: 7,189
Average Account Size

$346,101

IA Average: $1,287,990

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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

Michelle Blenderman Work History

Michelle has 15 years of experience.

2007 - Present (16 years)

Nations Financial Group, Inc

Disclosures

Michelle Blenderman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Nations Financial Group, Inc

Matthew Milito
Littleton, CO
Edward D'Entremont
Cedar Rapids, IA
Ross Hanson
Cedar Rapids, IA
Robert Battin
Silverdale, WA
Edward Munch
Cedar Rapids, IA
Rochelle Henry Ernberger
Cedar Rapids, IA
Nicholas Daleiden
Cedar Rapids, IA
Todd Hankins
Silverdale, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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