Adviser and broker representative · Nations Financial Group, Inc.
Zach Coiner
CRD 7501547 · Davenport, IA
At a glance
Zach Coiner is an investment adviser representative with Nations Financial Group, Inc. in Davenport, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zach’s SEC record dates to 2023, about 3 years ago. Zach is also registered as a broker representative.
Current advisory firm
- Nations Financial Group, Inc.Since June 2023Davenport, IA · $4.8B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Zach’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Nations Financial Group, Inc.
- David A. CoinerDavenport · Chartered Financial Consultant
- Tyler D. CoinerDavenport
- Jennifer A. BasingerPhoenix
- Andrew M. BassCedar Rapids
- Robert C. BattinSilverdale
- Jordan P. BennettCedar Rapids
- Richard S. BennettCedar Rapids
- Joseph C. BernardiDubuque · Certified Financial Planner
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