David Coiner
David Coiner is a ChFC-designated registered investment advisor at Nations Financial Group, INC., based in Davenport, IA, with 36 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.
Fee Estimator
Location
2305 E. 52nd St., Suite 2, Davenport, IA, 52807
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the President of Coiner Financial Services, Inc. and a Financial Advisor at Berst Wealth Management, spending nearly full-time providing investment and advisory services. He is also an insurance agent providing long-term care, dedicating minimal time to this activity.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Beyer & Company
Beyer & CompanyBroker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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