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Aaron Tank
Trading and Risk Specialist at Nations Financial Group Inc. /ia/ /adv
About
Aaron Tank is a Trading and Risk Specialist at Nations Financial Group, Inc., based in Cedar Rapids, Iowa, where he supports the firm's wealth management platform by overseeing trading operations and risk management across client portfolios. He plays a key role in ensuring timely execution and compliance for investment transactions, with a focus on delivering precise information and high-quality service to both advisors and clients.
Aaron brings a robust background in the securities industry, including previous positions as Investment Consultant at Scottrade and as Branch Manager at Midwest Janitorial Service, Inc., demonstrating his diverse expertise in client relations and operational leadership. At Nations Financial Group, his work emphasizes equities, fixed income securities, and mutual funds, consistent with the broad product suite handled by the firm.
He holds a Bachelor of Business Administration in Business Administration and Management with a minor in political science from Mount Mercy College. Aaron’s commitment to client-focused service and ability to bridge operational efficiency with risk oversight have established him as a valuable contributor to Nations Financial Group’s mission of supporting advisors and their clients in the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Nations Financial Group, Inc | Trading and Risk Specialist | Apr 2018 to Present | Registered representative of and securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd NE, Suite 200, Cedar Rapids, IA 52411, member F... |
| Scottrade | Investment Consultant | Apr 2015 to Mar 2018 | — |
| Midwest Janitorial Service, Inc. | Branch Manager | Jun 2008 to Mar 2015 | Resposible for all aspects of Account Management including quality control, inventory management, customer requests, and concerns. Human Resource Management overseeing staffing, training, performance ... |
| DICK'S Sporting Goods | Golf Tech | Jan 2006 to Jun 2008 | Sales of golf clubs. Fixing and altering of golf clubs. |
Education
Mount Mercy College
Bachelor of Business Administration (BBA), Business Administration and Management, General
2002 — 2006
Skills & Expertise
Others at Nations Financial Group Inc. /ia/ /adv (2)
| Name | Role | Location |
|---|---|---|
 | Risk and Trading Specialist | Cedar Rapids, IA , United States |
C Crystal Walter | Trading and Risk Specialist | Cedar Rapids, IA , United States |
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