Cade Shatzer

Nations Financial Group, based in Cedar Rapids, Iowa, has been dedicated to supporting financial advisors since 1998. With a focus on providing the tools, resources, and education necessary for advisors to deliver exceptional wealth management services, the firm prioritizes the well-being and prosperity of both advisors and their clients. The company's philosophy, termed TrueWealth, emphasizes creating a sense of well-being and prosperity while fostering growth and independence among financial advisors. Nations Financial Group offers a robust wealth management platform, enabling advisors to efficiently run their businesses and develop tailored growth strategies while effectively managing risks during transitions. Generated from the website

Berthel Fisher is not your average financial services firm. What is it that makes us different, the ability to choose your business model provides the flexibility for you and the ever changing needs of your clients. That is more important now than ever. There are a lot of aspects about Berthel Fisher that make us an excellent choice to partner with, and we’re excited that you’re here to find out more.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy