Natalie Nissen
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oak Brook, IL 60523
Credentials
Series 63, Series 66
Industry experience
11 years
Natalie Nissen is a Financial Advisor with over 23 years of experience in the financial services industry, currently serving clients through Merrill Lynch Wealth Management. She works primarily with ambitious business owners, senior-level corporate executives, attorneys, physicians, and multigenerational families, focusing on wealth creation, preservation, and efficient wealth transfer. Natalie develops tailored financial plans that include investment management, asset allocation, risk management, tax efficiencies, estate planning, and retirement and business succession strategies.
Natalie holds a Bachelor's Degree from the University of Illinois Urbana-Champaign and an MBA from DePaul University. She is a CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her professional expertise is complemented by her role as a Senior Portfolio Advisor, where she manages custom investment strategies and incorporates research-based portfolios to support her clients’ financial goals.
In addition to her professional work, Natalie participates actively in her community through volunteering with organizations such as Helping Hand and the Homer Glen Junior Woman's Club. She is involved in her family’s life and community activities, including supporting her children’s school, Saint Isaac Jogues Catholic School. Her personal interests include boating, cooking, golfing, reading, running, traveling, and spending time with her husband and two children.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2021 Spring Rd
Oak Brook, IL 60523
Illinois · Texas
Bank of America, N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Bmo Harris Financial Advisors, Inc
2015 - 2023 (8 years)
Bmo Harris Bank
2014 - 2023 (9 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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