Natalie Marie Kranz

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

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

• 08/2023 → 12/2023
  Lpl Financial Llc
  Kansas City, MO
• 01/2016 → 12/2023
  Commerce Brokerage Services
  Kansas City, MO
• 12/2023 → Present
  D.A. Davidson
  Blue Springs, MO

Previous Registrations

• 2023-08-16 → 2023-12-18
  Lpl Financial Llc
  Kansas City, MO
• 2019-10-04 → 2023-08-16
  Commerce Brokerage Services, Inc.
  St. Louis, MO
  Lee'S Summit, MO
  St. Louis, MO
  Kansas City, MO
  Leawood, KS
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2012-08-24

Other Names

• Natalie Marie Howard
• Natalie Kranz