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Sawyer Marquardt

Investment adviser representative at Nations Financial Group, Inc.
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Nations Financial Group, Inc.Jul 2021 to now
  2. Core Investments GroupMar 2020 to now
  3. Field of Dreams Movie SiteMay 2019 to Sep 2019
  4. Dubuque Soccer ComplexApr 2019 to Aug 2019
  5. Loras CollegeMar 2019 to Dec 2020
  6. Gold Standard AthleticsJan 2019 to May 2019
  7. Sherwin-williamsMay 2018 to Aug 2019
  8. UnemployedSep 2017 to Apr 2018
  9. MenardsMay 2015 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (IA).

Nations Financial Group, Inc.

$4.8BAssets managed
5,569Clients
90Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7240636
Firm CRD
44181
Advisor's SEC record (opens in a new tab)
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