AdFi
CM

Crystal M Walter

Investment Adviser Representative at NATIONS FINANCIAL GROUP, INC.

CEDAR RAPIDS, IACRD #6746777Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
10

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Iowa
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/28/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 1/29/2021
Series 24
General Securities Principal Examination
Passed 4/24/2025
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 3/14/2022
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 12/20/2021
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/3/2021
Series 7TO
General Securities Representative Examination
Passed 10/25/2021
Series 6TO
Investment Company Products/Variable Contracts Representative Examination
Passed 11/25/2020
SIE
Securities Industry Essentials Examination
Passed 2/20/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/28/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

NATIONS FINANCIAL Group, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NATIONS FINANCIAL GROUP, INC.Current
3/31/2025CEDAR RAPIDS, IA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
4/28/20172/20/2018Cedar Rapids, IA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
11/25/20203/19/2025Cedar Rapids, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Crystal M Walter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Crystal M Walter - Financial Advisor in CEDAR RAPIDS, IA | AdvisorFinder