Natalie Ann Kahl

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bourbonnais, IL
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Bourbonnais, IL
• 03/2022 → 05/2024
  Wells Fargo Advisors Financial Network, Llc
  Bourbonnais, IL
• 05/2024 → Present
  &Partners,Llc
  Nashville, TN

Previous Registrations

• 2022-03-11 → 2024-05-20
  Wells Fargo Advisors Financial Network, Llc
  Bourbonnais, IL
• 2007-07-05 → 2022-03-11
  Wells Fargo Clearing Services, Llc
  Bourbonnais, IL
  Kankakee, IL
  Orland Park, IL
  Bourbonnais, IL
  Bourbonnais, IL
  Orland Park, IL
  Bourbonnais, IL
  Bloomington, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-07-02

Other Names

• Natalie A Borowski