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Natalie Ann Kahl

Advisor at &PARTNERS — Bradley, IL

Updated today

Credentials

Series 66

Experience

27 years

Location

Bradley, IL

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

558

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Natalie Kahl is a financial advisor at &Partners with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired

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Fee options

Fixed

Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.

Commissions

Commissions assessed on certain transaction fees in addition to advisory fees.

Project-based

Hourly consulting fees as agreed with client, billed monthly.

Subscriptions

Subscription fees may be charged for services like research reports (e.g., $500/month).

Other

Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.

Location

See office

Bradley, IL

Bradley IL

Advisors at this office

1

Most active in

Illinois · Texas

Work history

27 years of industry experience

&Partners,Llc

2024 - Present • 2 years

Nashville, TN

Wells Fargo Advisors

2022 - 2024 • 2 years

Bourbonnais, IL

Wells Fargo Clearing

2016 - 2022 • 6 years

Bourbonnais, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul G

Series 63, Series 66

Kankakee, IL

Gianotti Wealth Advisory

Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, IL, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, Linsco/Private Ledger Corp., and Edward Jones. Gianotti also operates as an independent insurance agent. Gianotti Wealth Advisory provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and corporate entities. The firm employs a core passive investment strategy with tactical active adjustments and maintains discretionary authority over client accounts, which are custodied through Schwab Institutional.

General retirement planning Annuities College savings (529s, UTMA, etc.) Debt management Wealth management
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Noah P

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Annuities Retirement income strategy Retired
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Alexander A

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Annuities Retirement income strategy Retired
user avatar

Andrew L

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

Annuities Retirement income strategy Retired
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John S

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Annuities Retirement income strategy Retired
user avatar

Joseph M

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Annuities Retirement income strategy Retired
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