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Natalie Anne Fisher

Keith Mcbride Financial Services Inc.

Torrance, CA

Waldport, OR

CRD 8053729

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Employer firm

Keith Mcbride Financial Services Inc. CRD 307499

$28.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Keith Mcbride Financial Services Inc.

Torrance, CA • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-18
CA RA APPROVED 2025-04-01
MO RA APPROVED 2025-04-01
TX RA APPROVED 2025-04-01
WA RA APPROVED 2025-04-01
  • OR RA
    APPROVED
    Since 2025-06-18
  • CA RA
    APPROVED
    Since 2025-04-01
  • MO RA
    APPROVED
    Since 2025-04-01
  • TX RA
    APPROVED
    Since 2025-04-01
  • WA RA
    APPROVED
    Since 2025-04-01

Branch Locations

Torrance, CA • United States

Waldport, OR • 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
Mead Montessori School Knoxville TN 08/2016 06/2017
Whole Earth Montessori School Bothell WA 08/2017 06/2020
Montessori Home Services Kirkland WA 09/2020 06/2021
Hollywood Tavern Woodinville WA 07/2021 12/2021
Brix Wine Cafe Woodinville WA 01/2022 06/2022
Walla Walla Steak Company Woodinville WA 07/2022 11/2022
The Guest House Kenmore WA 11/2022 12/2023
Keith Mcbride Financial Services, Inc. Torrance CA 01/2023 Present
Keith Mcbride Financial Services Inc. Waldport OR 04/2025 Present
  • 08/2016 → 06/2017
    Mead Montessori School
    Knoxville, TN
  • 08/2017 → 06/2020
    Whole Earth Montessori School
    Bothell, WA
  • 09/2020 → 06/2021
    Montessori Home Services
    Kirkland, WA
  • 07/2021 → 12/2021
    Hollywood Tavern
    Woodinville, WA
  • 01/2022 → 06/2022
    Brix Wine Cafe
    Woodinville, WA
  • 07/2022 → 11/2022
    Walla Walla Steak Company
    Woodinville, WA
  • 11/2022 → 12/2023
    The Guest House
    Kenmore, WA
  • 01/2023 → Present
    Keith Mcbride Financial Services, Inc.
    Torrance, CA
  • 04/2025 → Present
    Keith Mcbride Financial Services Inc.
    Waldport, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-30
  • S65 Uniform Investment Adviser Law Examination
    2025-01-30

View on SEC IAPD

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