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Chad Joseph Kruse

Nations Financial Group, Inc.

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About Chad Joseph Kruse

Chad Kruse is an investment advisor representative with over 24 years of experience in the financial services industry. Chad is currently registered with Nations Financial Group, Inc. and has been with the firm since June 2016. Chad also has prior experience with VSR Financial Services, Inc. and Berthel, Fisher & Company Financial Services, Inc.. Chad holds both Series 63 and Series 65 securities licenses, as well as Series 7 and SIE licenses. Chad is a highly experienced advisor who is dedicated to helping clients reach their financial goals.

Firm Information

Chad Kruse is currently registered with Nations Financial Group, Inc.. Nations Financial Group, Inc. is a corporation formed in 1997 that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $3.4 billion in assets for a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has offices in Cedar Rapids, IA and is registered with the SEC and in 51 states.
Nations Financial Group, Inc.

3925 FOUNTAINS BLVD NE

CEDAR RAPIDS, IA 52411

$3.40B

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Kruse’s Registration & Firm History

IA

01/06/2025 - Present

Nations Financial Group, Inc. (Dubuque IA)

IA

07/07/2010 - 06/30/2016

VSR FINANCIAL SERVICES, INC. (DUBUQUE IA)

IA

09/23/1998 - 07/07/2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DUBUQUE IA)

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Licenses & Designations

IA

Issued 02/19/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Joseph Kruse.
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