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Nathanael J Pfeil

Investment adviser representative at Nations Financial Group, Inc.
10 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

10 years in the industry.

  1. Nations Financial Group, Inc.Jun 2023 to now
  2. Holy Cross Lutheran Church & SchoolJul 2019 to May 2023
  3. St Peter Lutheran ChurchJul 2016 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7704524
Firm CRD
44181
Advisor's SEC record (opens in a new tab)
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