TH
Todd M. Hankins
NATIONS FINANCIAL GROUP
Silverdale, WA 98383
Some features on this profile are disabled
CRD#: 5093981
TH
Professional summary
Todd Matthew Hankins is a registered financial advisor currently at NATIONS FINANCIAL GROUP, INC. located in Silverdale, Washington.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Todd has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CORINTHIAN WEALTH PARTNERS. 3491 NW ANDERSON HILL RD. SILVERDALE, WA 98383. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS SENIOR FINANCIAL ADVISOR. STARTED 12/1/2017. APPROX 0 HOURS/MONTH SPENT ON THIS BUSNIESS. DUTIES ARE USING DBA FOR INVESTMENT BUSINESS// LEGACY MARKETING GROUP. 5341 OLD REDWOOD HWY. SUITE 400 PETALUMA, CA 94954. IS INVESTMENT RELATED. NATURE OF BUSINESS IS INSURANCE MARKETING ORGANIZATION (IMO). POSITION IS CONTRACTED AGENT. STARTED 2/12/24. APPROX 1 HOUR PER MONTH DEVOTED TO BUSINESS, WITH 1 HOUR DURING SECURITY TRADING HOURS. DUTIES ARE TO FACILITATE ANNUITY PURCHASES FOR CLIENT STHROUGH THIS VENDOR.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Matthew Hankins's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Todd Matthew Hankins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 5, 2021 - Present
NATIONS FINANCIAL GROUP, INC.
Office #1: 3491 Nw Anderson Hill Rd., Silverdale, WA 98383RIA
BD
CRD#: 44181
Silverdale, WA
Current
February 5, 2021 - Present
NATIONS FINANCIAL GROUP, INC.
Office #1: 3491 Nw Anderson Hill Rd., Silverdale, WA 98383RIA
BD
CRD#: 44181
Silverdale, WA
Past
September 20, 2019 - February 5, 2021
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SILVERDALE, WA
Past
December 1, 2017 - February 5, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
SILVERDALE, WA
Past
December 1, 2017 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
SILVERDALE, WA
Past
February 19, 2016 - December 6, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
SILVERDALE, WA
Past
February 18, 2016 - December 6, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
SILVERDALE, WA
Past
February 4, 2016 - February 16, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
SILVERDALE, WA
Past
February 4, 2016 - February 16, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
SILVERDALE, WA
Past
July 8, 2011 - February 4, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
GIG HARBOR, WA
Past
July 8, 2011 - February 4, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
GIG HARBOR, WA
Past
May 2, 2009 - July 20, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
PORT TOWNSEND, WA
Past
May 2, 2009 - July 20, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
PORT TOWNSEND, WA
Past
April 9, 2009 - May 2, 2009
WAMU INVESTMENTS, INC.
RIA
CRD#: 599
PORT TOWNSEND, WA
Past
April 9, 2009 - May 2, 2009
WAMU INVESTMENTS, INC.
BD
CRD#: 599
PORT TOWNSEND, WA
Past
June 9, 2006 - March 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SEATTLE, WA
Past
May 10, 2006 - March 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SEATTLE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NATIONS FINANCIAL GROUP, INC.
FRONTIER INVESTMENT SERVICES | NATIONS FINANCIAL GROUP, INC. | NATIONAL BROKERAGE SERVICES, INC.
CRD#: 44181 / SEC#: 801-57407, 8-50588
RIA
Registered Investment Advisory firm - SEC (5/3/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/5/2021)
RR
Arizona(2/5/2021)
RR
California(2/5/2021)
RR
Colorado(2/5/2021)
RR
Florida(2/5/2021)
RR
Georgia(9/16/2022)
RR
Hawaii(2/5/2021)
RR
Idaho(2/5/2021)
RR
Illinois(10/14/2025)
RR
Indiana(2/5/2021)
RR
Massachusetts(2/5/2021)
RR
Mississippi(2/5/2021)
RR
Missouri(2/5/2021)
RR
Montana(4/17/2023)
RR
Nebraska(8/6/2021)
RR
Nevada(2/5/2021)
RR
North Carolina(1/25/2022)
RR
Oklahoma(7/1/2024)
RR
Oregon(2/5/2021)
RR
Pennsylvania(1/26/2024)
RR
Texas(2/5/2021)
IAR
Texas(2/22/2023)
RR
Virginia(2/5/2021)
RR
Washington(2/5/2021)
IAR
Washington(2/5/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NF
NATIONS FINANCIAL GROUP, INC.
FRONTIER INVESTMENT SERVICES | NATIONS FINANCIAL GROUP, INC. | NATIONAL BROKERAGE SERVICES, INC.
CRD#: 44181 / SEC#: 801-57407, 8-50588
RIA
Registered Investment Advisory firm - SEC (5/3/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411
Mailing Address
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411
Phone number
(319) 393-9541
Established
Iowa since 11/14/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
87
SEC notice filing (44 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 9,822 |
| AUM (Assets Under Management) | $ 3,867,522,560 |
Disclosures
| Arbitration | 1 |
| Bond | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 09/26/2024 | ||
| 11/22/2023 | ||
| 12/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
