Natalie Specht
Natalie Specht is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Centerville, OH, with 17 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
360 N Main St, Centerville, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Natalie works as a fashion consultant at Maurices, a retail clothing store, since November 2023. This non-investment related activity takes about 10-20% of Natalie's time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Farm Vp Management CORP.Broker
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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