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Natalie Johnson

22 Years of Experience
Madison, WI
Broker

Natalie Johnson is a registered investment advisor, based in Madison, WI, with 22 years of industry experience.

Location

550 Science Drive, Madison, WI, 53711

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Natalie is employed by Madison Investment Holdings, Inc. and provides services to affiliated investment advisor firms. The hours vary but occur during trading hours.

Employment History
Current Registrations
Mfd Distributor, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Madison Investment Advisors, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2019 - June 2020 · 1 yr
Fidelity Brokerage Services LLCBroker
June 2019 - June 2020 · 1 yr
CUNA Brokerage Services, INC.Broker
April 2014 - June 2019 · 5 yrs 2 mos
CUNA Brokerage Services, INC.
April 2014 - June 2019 · 5 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Citigroup Global Markets INC.
January 2002 - June 2009 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
August 2001 - June 2009 · 7 yrs 10 mos
State Registrations1 state
WI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Natalie Johnson - Financial Advisor | TrueAdvisor