Isaac Naatz, financial advisor Onalaska WI
88 score

Isaac Naatz

CRD Number: 6355898
Current Firm: Edward Jones

Isaac Naatz (CRD# 6355898) is an Investment Advisor Representative working at Edward Jones in Onalaska, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 2
Red Wing Chevrolet, Buick, Cadillac Red Wing, MN Feb 2013 - Jun 2014 1
Unemployed Cannon Falls, MN Dec 2012 - Feb 2013 < 1
Letourneau University Longview, TX Feb 2010 - Dec 2012 2
Culligan Water Northfield, MN Dec 2010 - Jan 2012 1
Syngenta Stanton, MN May 2010 - Aug 2010 < 1
Letournaeu University Longview, TX Dec 2009 - Feb 2010 < 1
Abercrombie And Fitch Rochester, MN Aug 2008 - Dec 2009 1
Rochester Public Schools Rochester, MN May 2009 - Aug 2009 < 1
United States Marine Corps. Rochester, MN Feb 2009 - Mar 2009 < 1
Northwestern College St. Paul, MN Feb 2008 - Aug 2008 < 1
Northwestern College St. Paul, MN Aug 2007 - Feb 2008 < 1
Midwest Imports Cannon Falls, MN May 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Isaac H. Naatz
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, 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, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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