Natalie Filker (CRD# 7118510) is an Investment Advisor Representative working at Edward Jones in Rockford, MI and has 1 year of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Apr 2023 - Current | 1 |
| Edward Jones | St. Louis, MO | Feb 2023 - Apr 2023 | < 1 |
| Edward Jones | St. Louis, MO | Jun 2019 - Apr 2023 | 3 |
| Kent County Health Department | Grand Rapids, MI | Mar 2021 - Mar 2023 | 2 |
| Trinity Health Grand Rapids | Grand Rapids, MI | Aug 2020 - Mar 2021 | < 1 |
| Trinity Health Grand Rapids | Grand Rapids, MI | May 2019 - Aug 2020 | 1 |
| University Of Detroit Mercy | Grand Rapids, MI | Aug 2017 - May 2020 | 2 |
| Aquinas College | Grand Rapids, MI | Aug 2018 - May 2019 | < 1 |
| University Of Detroit Mercy | Grand Rapids, MI | Jan 2019 - Apr 2019 | < 1 |
| Higher Ground Climbing Company | Byron Center, MI | May 2018 - Sep 2018 | < 1 |
| Metron Integrated Health Systems | Cedar Springs, MI | Jun 2017 - Dec 2017 | < 1 |
| Paperdoll Boutique | Rockford, MI | Jun 2015 - Oct 2017 | 2 |
| University Of Michigan | Ann Arbor, MI | Aug 2016 - Aug 2017 | 1 |
| Rockford High School | Rockford, MI | Sep 2012 - May 2016 | 3 |
| Tropical Smoothie Cafe | Rockford, MI | Oct 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MI
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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