Nathanael
Pfeil

Nations Financial Group, Inc

CRD#7704524
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Nathanael Pfeil is a financial advisor based in Cedar Rapids, Iowa, working with Nations Financial Group, Inc. Nathanael has previously held positions at Holy Cross Lutheran Church & School, St Peter Lutheran Church, Redeemer Lutheran Church, Unemployed - Full Time Education, and Nations Financial Group, Inc. Nathanael has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Nathanael is part of Nations Financial Group, Inc, which operates out of Cedar Rapids, 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

Series 66

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

Office Location

3053 Center Point Rd. Ne Suite A
Cedar Rapids, IA 52402

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Nations Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,398,671,718

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

83

IA Average: 166
Total Number of Accounts

9,857

IA Average: 7,189
Average Account Size

$344,798

IA Average: $1,287,990

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

Nathanael Pfeil Work History

2023 - Present (1 year)

Nations Financial Group, Inc

2019 - 2023 (4 years)

Holy Cross Lutheran Church & School

2016 - 2019 (3 years)

St Peter Lutheran Church

2014 - 2016 (2 years)

Redeemer Lutheran Church

2013 - 2014 (1 year)

Unemployed - Full Time Education

Disclosures

Please visit the SEC profile of Nathanael Pfeil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nations Financial Group, Inc

Ross Hanson
Cedar Rapids, IA
Andrew Karban
Memphis, TN
Tyler Coiner
Davenport, IA
Lucas Gray
Cedar Rapids, IA
Sawyer Marquardt
Dubuque, IA
Ben Sheridan
Wayne, PA
Douglas Stephens
Lawrence, KS
Nathanael Pfeil
Cedar Rapids, IA

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