Natalie Trouw is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Santa Fe, NM, with 7 years of industry experience. Natalie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
1440 S. Saint Francis Dr., Suite A, Santa Fe, NM, 87505
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Natalie works as an Investment Advisor Representative for Kestra Advisory Services, LLC, dedicating nearly full-time hours to portfolio development, advisory, and financial planning. She also serves as a Wealth Advisor for Elevation Wealth Partners, spending a few hours per week on portfolio design, transaction work, financial planning, and client meetings.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations15 states
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
More Advisors
- Deborah Trouw, CFPKestra Advisory Services, LLC
- Emily Zinn, CFPMultnomah Group, INC.
- William Mcarthur, CFPJ. W. Cole Advisors, INC.
- John Whiteknight, CFP, ChFCCetera Investment Advisers LLC
- Lea Knight, CFPEp Wealth Advisors
- Thomas Schwab, CFPT.C. Schwab Financial Planning, LLC