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Heather Michelle Cox

Nations Financial Group, Inc.

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About Heather Michelle Cox

Heather Michelle Cox is a financial advisor with Nations Financial Group, Inc. in Independence, IA. Heather has been in the financial services industry since 2023, and is registered with FINRA and the State of Iowa. Heather specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Heather also has a background in banking and has experience working with clients of all ages and backgrounds. Heather is committed to helping her clients achieve their financial goals and build a secure future.

Firm Information

Heather Cox 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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Heather Cox’s Registration & Firm History

IA

12/22/2023 - Present

Nations Financial Group, Inc. (Independence IA)

IA

07/17/2023 - 12/11/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Hiawatha IA)

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Licenses & Designations

BOTH

Issued 08/04/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/12/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Michelle Cox.
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