Natalie Braun
Investment adviser representative at Meyers Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
Are you Natalie Braun? 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 assets
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
13 years in the industry.
- Meyers Wealth Management, LLCMar 2022 to now
- Huntington National BankJun 2019 to Mar 2022
- JP Morgan ChaseJun 2017 to Jun 2019
- Loyola University ChicagoAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meyers Wealth Management, LLC
$1.9BAssets managed
860Clients
9Advisers
9 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
- 7559873
- Firm CRD
- 289801