Natalie Joanne Trouw
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
10 years in the industry.
- Kestra Advisory Services, LLCMar 2021 to now
- Kestra Advisory, LLCMar 2021 to now
- Kestra Investment Services, LLCMar 2021 to now
- Elevation Wealth PartnersMay 2019 to now
- Various Insurance Carriers for W&r Ins AgenciesJan 2020 to Mar 2021
- Waddell & Reed, IncMar 2019 to Mar 2021
- Britannia IncAug 2017 to May 2019
- NoneMay 2016 to Aug 2017
- StudentMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NM).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6693324
- Firm CRD
- 283330