Sawyer
Marquardt

Nations Financial Group, Inc

CRD#7240636
Investment Advisor
in Dubuque, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sawyer Marquardt is a financial advisor based in Dubuque, Iowa, working with Nations Financial Group, Inc. Sawyer has previously held positions at Loras College, Field Of Dreams Movie Site, Dubuque Soccer Complex, Gold Standard Athletics, Sherwin-Williams, Menards, T&J Painting, Nations Financial Group, Inc, and Core Investments Group. Sawyer has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Sawyer is part of Nations Financial Group, Inc, which operates out of Dubuque, 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

40 Main St. Suite 103
Dubuque, IA 52001

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Sawyer Marquardt Work History

2021 - Present (3 years)

Nations Financial Group, Inc

2020 - Present (4 years)

Core Investments Group

2019 - 2020 (1 year)

Loras College

2019 - 2019 (< 1 year)

Field Of Dreams Movie Site

2019 - 2019 (< 1 year)

Dubuque Soccer Complex

2019 - 2019 (< 1 year)

Gold Standard Athletics

2018 - 2019 (1 year)

Sherwin-Williams

2015 - 2017 (2 years)

Menards

2013 - 2015 (2 years)

T&J Painting

Disclosures

Please visit the SEC profile of Sawyer Marquardt 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
Seward Linton
Cedar Rapids, IA
Robert Wilbanks
Cedar Rapids, IA
Ben Sheridan
Wayne, PA
Sawyer Marquardt
Dubuque, IA
Heather Cox
Independence, IA
Tyler Coiner
Davenport, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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. 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started