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Natalie Weelborg

Edward Jones

Wayzata, MN

CRD 6503202

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
MN RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2026-03-18
  • MN RA
    APPROVED
    Since 2025-09-30

Branch Locations

445 E Lake St Suite 210, Wayzata, MN 55391 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Houlihan Lokey Capital Inc Minneapolis MN 07/2018 07/2025
University Of St Thomas Saint Paul MN 09/2014 05/2018
Houlihan Lokey Minneapolis MN 05/2017 12/2017
Bmo Capital Markets Minneapolis MN 09/2016 12/2016
Edward Jones St Louis MO 08/2025 Present
  • 07/2018 → 07/2025
    Houlihan Lokey Capital Inc
    Minneapolis, MN
  • 09/2014 → 05/2018
    University Of St Thomas
    Saint Paul, MN
  • 05/2017 → 12/2017
    Houlihan Lokey
    Minneapolis, MN
  • 09/2016 → 12/2016
    Bmo Capital Markets
    Minneapolis, MN
  • 08/2025 → Present
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2018-08-20
  • S66 Uniform Combined State Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2018-08-20

View on SEC IAPD

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