Michelle
Blenderman

Nations Financial Group, Inc

CRD#4596249
Investment Advisor
in Ames, IA
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About this Advisor

Michelle Blenderman is an investment advisor whose office is in Ames, Iowa. Currently a registered advisor at Nations Financial Group, Inc, Blenderman has 11 years of professional experience as an investment advisor. Blenderman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Blenderman is able to act as an advisor in Iowa. Blenderman has worked their complete career at Nations Financial Group, Inc. Nations Financial Group, Inc is headquartered in Ames, Iowa, and has 30 additional locations in the country. As a company, Nations Financial Group, Inc manages $1 billion in assets throughout 4,108 accounts and retains more than 54 people. The level of assets currently under the firm's management places it among the bigger financial advisory firms in the United States. The firm manages 2,197 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Nations Financial Group, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

$1,030,882,183

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

57

IA Average: 166
Total Number of Accounts

4,430

IA Average: 7,189
Average Account Size

$232,705

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 11 years of experience.

2007 - Present (12 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

Gary Carlson
Clive, IA
Kyle Winter
Waterloo, IA
John Plotner
Pekin, IL
Cassidy Moulton
Bettendorf, IA
Matthew Shannahan
Cedar Rapids, IA
David Coiner
Davenport, IA
Daniel Cohen
Northbrook, IL

This content was compiled from the SEC and FINRA.

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