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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Marie Bennett is an investment advisor representative associated with Oxford Financial Group, Ltd.. Natalie is registered with the state of Michigan. Natalie has been in the financial services industry for over 17 years. Previously, Natalie was associated with Robert W. Baird & Co. Incorporated in Grand Rapids, MI from 2006 to 2022.
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.
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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IN
01/01/2025 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
MI
10/31/2006 - 07/11/2022
ROBERT W. BAIRD & CO. INCORPORATED (GRAND RAPIDS MI)
BOTH
Issued 02/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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