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Mark Alan Geertsma

Nations Financial Group, Inc.

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About Mark Alan Geertsma

Mark Geertsma is a financial advisor at Nations Financial Group, Inc. Mark has over 30 years of experience in the financial services industry. Mark is a Certified Financial Planner™ and holds the Series 7 and Series 63 licenses. Mark specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Mark Geertsma 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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Mark Geertsma’s Registration & Firm History

IA

10/24/2016 - Present

Nations Financial Group, Inc. (Independence IA)

IA

12/07/2006 - 10/07/2016

WAYNE HUMMER INVESTMENTS L.L.C. (INDEPENDENCE IA)

IA

04/01/1996 - 12/07/2006

FOCUSED INVESTMENTS L.L.C. (INDEPENDENCE IA)

IL

06/18/1993 - 07/31/2000

WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)

NA

09/27/1989 - 11/05/1991

KINGLAND CAPITAL CORPORATION

MN

12/02/1988 - 10/03/1989

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

NA

09/24/1987 - 12/12/1988

KIMBRIDGE & CO., INC.

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Licenses & Designations

BC

Issued 10/02/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Alan Geertsma. Review regulatory record here.
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