Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Johnson is a financial professional with over 20 years of experience in the industry. Natalie is currently registered with Madison Investment Advisors, LLC in Madison, WI. Natalie's previous roles include positions at Fidelity Brokerage Services LLC, CUNA Brokerage Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Natalie specializes in providing portfolio management and financial planning services for individuals, businesses, corporations, high net worth individuals, and charitable organizations. Natalie is committed to providing her clients with personalized financial guidance and solutions to help them 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.
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.
Subadvisory portfolio management in wrap sponsor programs and models
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.
A percentage of the total value of assets under management is charged.
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2
WI
02/09/2021 - Present
Madison Investment Advisors, LLC (MADISON WI)
WI
06/21/2019 - 06/02/2020
FIDELITY BROKERAGE SERVICES LLC (MIDDLETON WI)
WI
04/10/2014 - 06/12/2019
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (MADISON WI)
WI
08/24/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MADISON WI)
IA
Issued 09/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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