NK
NK

Natalie Kranz

14 Years of Experience
Blue Springs, MO
Broker

Natalie Kranz is a registered investment advisor at D.A. Davidson & CO., based in Blue Springs, MO, with 14 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Blue Springs, MO

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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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Employment History
Current Registrations
D.A. Davidson & CO.
December 2023 - Present · 2 yrs 7 mos
D.A. Davidson & CO.
December 2023 - Present · 2 yrs 7 mos
D.A. Davidson & CO.Broker
December 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
August 2023 - December 2023 · 4 mos
LPL Financial LLCBroker
August 2023 - December 2023 · 4 mos
Commerce Brokerage Services, INC
October 2019 - August 2023 · 3 yrs 10 mos
Commerce Brokerage Services, INC.Broker
October 2011 - August 2023 · 11 yrs 10 mos
State Registrations2 states
MOWA
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 Kranz - Financial Advisor | TrueAdvisor