LPL Financial
46yrs
Top advisor by experience in Iowa City
44yrs
Ross Devalois is a fiduciary financial advisor in Iowa City, Iowa, with 44 years in the industry. Ross joined Nations Financial Group in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Nations Financial Group reports being paid through a percentage of assets and flat fees.
One of 80 advisors with offices in Iowa City, and one of 69 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Iowa
Office404 E. College St. Suite 406, Iowa City, IA 52240
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$832,461
Advisors at the firm89
States licensed ?1 state
Services through Nations Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowNations Financial Group, Inc.Current firm
Questions to ask Ross
Tailored to Ross’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ross
How do I contact Ross?
Call Nations Financial Group at 319-393-9541 and ask for Ross Devalois. Ross works from the Iowa City, IA office.
How long has Ross been a financial advisor?
Ross has been in the industry since 1982, about 44 years. Top 1% by experience in Iowa.
What licenses does Ross hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ross a fiduciary?
Ross is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ross paid?
Nations Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ross for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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