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CC

Christopher Grant Clauson

Nations Financial Group, INC.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Nations Financial Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nations Financial Group, INC.Broker
January 2024 - Present · 2 yrs 1 mo
Nations Financial Group, INC.
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
U.S. Bancorp Investments, INC.
November 2019 - January 2024 · 4 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
November 2019 - January 2024 · 4 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - November 2019 · 7 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2019 · 7 yrs 1 mo
Chase Investment Services CORP.
July 2009 - October 2012 · 3 yrs 3 mos
Chase Investment Services CORP.Broker
June 2009 - October 2012 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - January 2009 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - January 2009 · 1 yr 2 mos
State Registrations8 states
AZCOFLILMTNJNVWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.