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Stephen Michael Cairney

Nations Financial Group, Inc.

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About Stephen Michael Cairney

Stephen Cairney is a financial advisor with over 20 years of experience in the industry, registered with the state of Iowa. Stephen currently works for Nations Financial Group, Inc., and has been with the firm since August 1999. Stephen is licensed to provide financial planning and portfolio management services to individuals, businesses, and charitable organizations. Stephen has earned the Series 7, 24, 53, and 66 licenses.

Firm Information

Stephen Cairney 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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Stephen Cairney’s Registration & Firm History

IA

01/04/2002 - Present

Nations Financial Group, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 05/26/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/30/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Michael Cairney.
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