Natalie Ruth Berning

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2015 → Present
  Raymond James Financial Services, Inc
  Lake Oswego, OR
• 10/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Lake Oswego, OR
• 09/2015 → Present
  Onpoint Wealth Management & Investment Services
  Lake Oswego, OR
• 02/2019 → Present
  Optavia
  Portland, OR
• 09/2015 → Present
  Onpoint Community Credit Union
  Lake Oswego, OR
• 01/2022 → Present
  Dba: Onpoint Investment Services
  Lake Oswego, OR

Previous Registrations

• 2015-05-21 → 2015-08-31
  Ameritas Investment Company, Llc
  Lincoln, NE
  Portland, OR

Other Businesses

(1)Name of Business: DBA: OnPoint Investment Services Address: 6300 SW Meadow Road, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Offering the sale and service of non-deposit investment products to member of OnPoint Community Credit Union

Exams

• S66 Uniform Combined State Law Examination
  2015-05-13

Other Names

• Natalie Ruth Wilson