Natalie Langnas (CRD# 7456661) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Southfield, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | Southfield, MI | Mar 2024 - Current | < 1 |
| Telemus Capital, LLC | Southfield, MI | Feb 2021 - Feb 2024 | 3 |
| Unemployed | Bloomfield Hills, MI | Dec 2020 - Feb 2021 | < 1 |
| Yum! Brands | Bloomfield Hills, MI | Nov 2020 - Dec 2020 | < 1 |
| Unemployed | Bloomfield Hills, MI | May 2020 - Nov 2020 | < 1 |
| University Of Michigan - Ross School Of Business | Ann Arbor, MI | Jun 2019 - May 2020 | < 1 |
| University Of Michigan | Ann Arbor, MI | Aug 2018 - May 2019 | < 1 |
| Ort America | Bloomfield Hills, MI | Jun 2018 - Aug 2018 | < 1 |
| University Of Michigan | Ann Arbor, MI | Aug 2017 - Jun 2018 | < 1 |
| Quicken Loans | Detroit, MI | May 2017 - Aug 2017 | < 1 |
| University Of Michigan | Ann Arbor, MI | Aug 2016 - May 2017 | < 1 |
| Tamarack Camps | Ortonville, MI | May 2016 - Aug 2016 | < 1 |
| University Of Michigan | Ann Arbor, MI | Aug 2015 - May 2016 | < 1 |
| Tamarack Camps | Ortonville, MI | May 2015 - Aug 2015 | < 1 |
| Full-time Student | Bloomfield Hills, MI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- MI
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Total Assets Under Management11,291MILLIONS
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Total Number of Accounts11,848ACCOUNTS
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Average Account Value$952,967
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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