Natalie Anne Larson
Investment adviser representative at Sgl Investment Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$440.3MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Sgl Investment Advisors, Inc.Feb 2026 to now
- S G Long Financial Services Corp.Jun 2023 to now
- City of MissoulaSep 2019 to Jun 2023
- University of MontanaAug 2019 to Mar 2023
- First Security BankJun 2019 to Aug 2019
- Cracker BarrelJan 2017 to Jun 2019
- Arlee High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MT).
Sgl Investment Advisors, Inc.
$440.3MAssets managed
883Clients
15Advisers
11 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
- 7771960
- Firm CRD
- 145167