Natalie Slagle (CRD# 6171719) is an Investment Advisor Representative working at Fyooz Financial Planning in Minneapolis, 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fyooz Financial Planning LLC | Rochester, MN | Apr 2019 - Current | 5 |
| 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 |
- CA
- MN
- NY
- OR
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$124,952
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, MN, NY, OR
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