Natalie Boland
Natalie Boland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sturgis, MI, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
125 E. Chicago Road, Sturgis, MI, 49091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Natalie works as an associate/employee at Sturgis Bank & Trust Co, also functioning as a Registered Representative and Retirement Plan Consultant. She also assists with client services at Oakleaf Financial Services, a subsidiary of Sturgis Bank & Trust Co, but dedicates no time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations10 states
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