linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gary Robert Carlson

Nations Financial Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gary? Claim Your Profile

About Gary Robert Carlson

Gary Robert Carlson is an investment advisor representative with Nations Financial Group, Inc. Gary has been in the securities industry since 1985. Gary is registered with the state of Iowa. Gary holds Series 7 and Series 63 licenses. Gary is also an independent insurance agent. Gary provides financial services to clients of Nations Financial Group, Inc. Gary has over 35 years of experience in the financial services industry. Gary is a highly experienced and qualified financial advisor who can help you meet your financial goals.

Firm Information

Gary Carlson 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gary Carlson’s Registration & Firm History

IA

07/25/2007 - Present

Nations Financial Group, Inc. (URBANDALE IA)

KS

06/26/2003 - 07/23/2007

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

MN

09/25/1985 - 07/14/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/25/1985 - 07/14/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Gary Robert Carlson is right for you?

Licenses & Designations

BC

Issued 09/11/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gary Robert Carlson. Review regulatory record here.
Not sure if Gary Robert Carlson is right for you?