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Sawyer Marquardt

Nations Financial Group, Inc.

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About Sawyer Marquardt

Sawyer Marquardt is a registered representative with Nations Financial Group, Inc. Sawyer is active in Iowa and Illinois, Wisconsin and Missouri. Sawyer is a financial professional with 2 years of experience in the industry. Sawyer works with a wide range of clients, including individuals, families, businesses, and retirement plans. Sawyer is committed to providing clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.

Firm Information

Sawyer Marquardt 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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Sawyer Marquardt’s Registration & Firm History

IA

01/03/2022 - Present

Nations Financial Group, Inc. (Dubuque IA)

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Licenses & Designations

BOTH

Issued 12/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sawyer Marquardt.
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