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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

540

Across 185 offices

Clients per advisor

100 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 worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities between 2009 and 2024. She joined &PARTNERS in 2024. &PARTNERS serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a mix of proprietary and third-party strategies through the Envestnet platform and utilizes both fundamental and quantitative analysis in portfolio 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

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired Financial Professional

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Fee options

Fixed

Fixed fees for financial planning and consulting services, as negotiated

Percentage

$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services

Commissions

Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions

Project-based

Hourly consulting fees as agreed upon with client

Subscriptions

Subscription fee of $500/month for weekly market commentary service

Other

Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services

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

Wells Fargo Advisors LLC

2009 - 2016 • 7 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

user avatar

Paul G

Series 63, Series 66

Kankakee, IL

Gianotti Wealth Advisory

Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, Illinois, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, and Linsco/Private Ledger Corp. He also works as an independent insurance agent on a part-time basis. Gianotti Wealth Advisory provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering a core passive allocation with active tactical adjustments and discretionary portfolio management aligned with documented client risk tolerance.

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
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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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