Natalie Marie Thomas
Investment adviser representative at Osaic Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Advisory Services, LLCJul 2025 to now
- Osaic Wealth IncNov 2024 to now
- Capital Financial AdvisorsApr 2023 to now
- Candi's ClosetNov 2021 to May 2022
- Ctm Financial Group LLCJan 2021 to Apr 2023
- Charles T. Mitchell Company PllcAug 2017 to Apr 2022
- Full Time StudentNov 2014 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7120486
- Firm CRD
- 171070