Natalie Boyd (CRD# 6692699) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Mosinee, WI and has over 7 years of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 4220147
Lpl Financial LLC
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Dec 2019 - Current | 4 |
| Equity Services, Inc. | Montpelier, VT | Aug 2017 - Dec 2019 | 2 |
| National Life Group | Green Bay, WI | Aug 2017 - Dec 2019 | 2 |
| Bankers Life Securities Inc. | Wausau, WI | Aug 2016 - Aug 2017 | 1 |
| Bankers Life | Wausau, WI | Dec 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- WI
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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