Natalie K Welch

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 12/2009 → Present
  Bank Of America, N.A.
  Kansas City, MO

Previous Registrations

• 2006-12-07 → 2009-05-22
  Wells Fargo Clearing Services, Llc
  Mission Woods, KS

Other Businesses

I*22608FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JEWEL BALLINVESTMENT RELATED: NADDRESS OF BUSINESS:KANSAS CITY, MISSOURI 64112NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2010NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: SUBCOMMITTEE MEMBER RAISE MONEY FOR NELSON ART MUSEUM AND KC SYMPHONY I*2121285, Entity Type: Fiduciary, Name of OBA: F H K D TTEE U/A DTD 12/06/2006 BY E K , Address: Prairie Village, Kansas, 66208, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 09-Dec-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2121282, Entity Type: Fiduciary, Name of OBA: F H K DCSD TTEE U/A DTD 12/06/2006 BY E K , Address: Prairie Village, Kansas, 66208, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 09-Dec-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2121283, Entity Type: Fiduciary, Name of OBA: F H K TTEE A M K TRUST U/A DTD 01/07/2008 , Address: Prairie Village , Kansas, 66208, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 09-Dec-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2151266, Entity Type: , Name of OBA: F H K IRREV TRUST U/A DTD 12/27/2006 , Address: PRAIRIE VILLAGE, Kansas, 66208, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 03-Jan-2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2340259, Entity Type: , Name of OBA: K FOUNDATION , Address: Prairie Village, Kansas, 66208, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 10-Apr-2025, No Hours: 20 Yearly, No Hours during Trading: 5 Yearly, Duties: I*337849, Entity Type: Entity Charitable, Name of OBA: Belles of the American Royal, Address: Kansas City, Missouri, 64113, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 01/17/2025, No Hours: 65 Yearly, No Hours during Trading: 6 Yearly, Duties: Providing experience and guidance, reviewing and updating donor details, fundraising, volunteering, supporting the American Royal I*3404286, Entity Type: , Name of OBA: N K W TTEE U/A DTD 12/27/2006 BY F H K, Address: Kansas City, Missouri, 64113, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 12/23/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2006-12-06

Other Names

• Natalie A. Kirk