Ross
Hanson

Nations Financial Group, Inc

CRD#7249307
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Ross Hanson is a financial advisor who works out of Cedar Rapids, Iowa with a total of 3 years of relevant experience. Hanson is an advisor for Nations Financial Group, Inc. Over the course of their career, Hanson has held roles at Natoins Financial Group, Inc, Hanson'S Schwartz Farms, Benton County Sheriff Office, Rehab Visions, Vinton Volunteer Fire Dept, Physiotherapy Associates, Wapsi Physical Therapy and Iowa College Of Medicine. Hanson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Nations Financial Group, Inc is a financial advisory firm that has its headquarters in Cedar Rapids, IA. It has offices in 40 locations and a total of 85 employees. It oversees $3 billion in assets under management between its 9,788 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 9,788 customer accounts, 19% belong to high-net-worth individuals who have greater than $1 million in assets. Nations Financial Group, Inc provides a number 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. Fees charged by financial advisors usually vary depending on which service is offered. Fees billed by Nations Financial Group, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

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

$3,011,458,350

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

85

IA Average: 166
Total Number of Accounts

9,788

IA Average: 7,189
Average Account Size

$307,668

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

Ross Hanson Work History

Ross has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Natoins Financial Group, Inc

2019 - Present (5 years)

Hanson'S Schwartz Farms

2019 - Present (5 years)

Benton County Sheriff Office

2018 - Present (6 years)

Vinton Volunteer Fire Dept

2016 - 2020 (4 years)

Rehab Visions

2016 - 2016 (< 1 year)

Physiotherapy Associates

2014 - 2016 (2 years)

Wapsi Physical Therapy

2011 - 2013 (2 years)

Iowa College Of Medicine

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ross Hanson 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

Douglas Stephens
Lawrence, KS
Tyler Coiner
Davenport, IA
Deborah Johnson
Cedar Rapids, IA
Craig Schlueter
Cedar Rapids, IA
Matthew Milito
Littleton, CO
Michael Kloc
Wayne, PA
Steven Loesch
Cedar Rapids, IA
Brian Stein
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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