Paula
Porsch
Nations Financial Group, Inc
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About this Advisor
Paula Porsch is a financial advisor working out of Kansas City, Missouri with 2 years of relevant experience. Porsch works at Nations Financial Group, Inc. Throughout their career, Porsch has worked at Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Paula Porsch Wealth Management, Summit Brokerage Services, Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC and Nations Financial Group, Inc. Porsch maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri and Texas. Nations Financial Group, Inc is an advisory business based in Cedar Rapids, IA. The company has offices in 40 locations and a total of 85 advisors. It administers $3 billion in total assets between its 9,788 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 9,788 accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on the type of services. However, fee types billed by Nations Financial Group, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nations Financial Group, Inc Brokerage Details
$3,011,458,350
85
9,788
$307,668
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
Paula Porsch Work History
Paula has been registered as a financial advisor for 2 years.*
Nations Financial Group, Inc
Paula Porsch Wealth Management
Cetera Advisor Networks LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Financial Services, Inc
Vsr Advisory Services, Inc
*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 Paula Porsch 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
Lawrence, KS
Cedar Rapids, IA
Littleton, CO
Cedar Rapids, IA
Idaho Falls, ID
Davenport, IA
Cedar Rapids, IA
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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