NB
NB

Natalie Burkhaulter

2 Years of Experience
Coppell, TX
BrokerSells Insurance

Natalie Burkhaulter is a registered investment advisor, based in Coppell, TX, with 2 years of industry experience.

Location

202 W. Sandy Lake Rd Ste. 102, Coppell, TX, 75019

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Natalie owns an insurance agency, Natalie Burkhaulter's Insurance Agency, where she services customers and supervises employees, dedicating about half of her time to this. Natalie also owns personally held real estate, requiring minimal time.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
March 2024 - Present · 2 yrs 2 mos
State Farm Investment Management CORP.
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
TX
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 Burkhaulter - Financial Advisor | TrueAdvisor