Natalie L Johnson
Investment adviser representative at Madison Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$13.8BFirm assets
30 yearsFirm in business
Are you Natalie L Johnson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Madison Investment Advisors, LLCFeb 2021 to now
- Madison Investment Holdings, Inc.Jan 2021 to now
- UnemployedJul 2020 to Dec 2020
- Fidelity Brokerage Services LLCJun 2019 to Jun 2020
- Cuna Brokerage Services, Inc.Mar 2014 to May 2019
- Cuna Mutual GroupMar 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (WI).
Madison Investment Advisors, LLC
$13.8BAssets managed
16,164Clients
20Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4424324
- Firm CRD
- 110297