Natalie Slagle, financial advisor Rochester MN

Natalie Slagle

CRD Number: 6171719
Current Firm: Fyooz Financial Planning

Natalie Slagle (CRD# 6171719) is an Investment Advisor Representative working at Fyooz Financial Planning in Rochester, MN and has over 9 years of experience in the finance industry. Natalie Slagle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fyooz Financial Planning LLC Rochester, MN Apr 2019 - Current 4
Fisher Investments Camas, WA Jan 2018 - May 2019 1
Wealth Enhancement Advisory Services, LLC Burnsville, MN May 2014 - Jan 2018 3
Wealth Enhancement Brokerage Services, LLC Burnsville, MN Feb 2014 - Dec 2017 3
Lpl Financial LLC Burnsville, MN Aug 2013 - Dec 2017 4
Wealth Enhancement Group Plymouth, MN Oct 2012 - Dec 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Natalie J. Slagle
Phone Number: 507-696-4496
Registered State(s):
  • CA
  • MN
  • NY
  • OR
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $124,952
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, MN, NY, OR

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