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, they have gathered 12 years of experience as a registered investment advisor. Blenderman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Blenderman is registered to work with clients based out of Iowa. Blenderman has worked their complete career at Nations Financial Group, Inc. Nations Financial Group, Inc is headquartered in Ames, Iowa, and operates out of 33 other offices in the nation. In total, Nations Financial Group, Inc oversees $1 billion in assets throughout 4,430 accounts and retains more than 57 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the United States. The firm manages 2,475 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Nations Financial Group, Inc offers 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 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 13 years of experience.

2007 - Present (13 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

Maureen Kozak
Wayne, PA
Cassidy Moulton
Bettendorf, IA
Jordan Bennett
Cedar Rapids, IA
Matthew Mccloskey
Cedar Rapids, IA
John Clagett
Cedar Rapids, IA
Andrew Mccloskey
Cedar Rapids, IA
Carol Mayhart
Cedar Rapids, IA
Daniel Cohen
Deerfield, IL

This content was compiled from the SEC and FINRA.

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