Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Kahl is an experienced financial advisor with over 24 years of experience in the industry. Natalie has a strong background in securities and investments and is licensed in several states across the U.S. Natalie currently works with &partners. Previously, Natalie worked for Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Natalie is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
05/20/2024 - Present
&partners (Bradley IL)
IL
03/11/2022 - 05/20/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOURBONNAIS IL)
IL
05/19/1999 - 03/11/2022
WELLS FARGO CLEARING SERVICES, LLC (BOURBONNAIS IL)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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