Mark Geertsma
Mark Geertsma is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Independence, IA, with 36 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
305 Enterprise Dr., Independence, IA, 50644
Get directionsHistory
Regulatory History (1)
Regulatory
March 2008Other Business ActivitiesSells Insurance
Mark sells life insurance and fixed annuities for United Life Insurance, dedicating about 10-20% of his time. He also works full-time as an SVP/Financial Advisor at BankIowa Bank and spends some time as a high school girls basketball coach.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Jmg Capital Advisors, LLC
Wayne Hummer Investments L.L.C.
Wayne Hummer Investments L.L.C.Broker
Wayne Hummer Asset Management Company
Focused Investments L.L.C.Broker
Wayne Hummer Investments L.L.C.Broker
Kingland Capital CorporationBroker
John G. Kinnard and Company, IncorporatedBroker
Kimbridge & CO., INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.