Natalie Joanne Trouw

Current Employers

Employment History

• 05/2016 → 08/2017
  Student
  Santa Fe, NM
• 08/2017 → 05/2019
  Britannia Inc
  Santa Fe, NM
• 03/2019 → 03/2021
  Waddell & Reed Inc
  Santa Fe, NM
• 03/2019 → 03/2021
  Waddell & Reed, Inc
  Santa Fe, NM
• 01/2020 → 03/2021
  Various Insurance Carriers For W&R Ins Agencies
  Santa Fe, NM
• 05/2016 → 03/2021
  5616 15Th Ave Ne
  Seattle, WA
• 05/2016 → 08/2017
  None
  Santa Fe, NM
• 05/2019 → Present
  Elevation Wealth Partners
  Santa Fe, NM
• 03/2021 → Present
  Kestra Investment Services, Llc
  Santa Fe, NM
• 03/2021 → Present
  Kestra Advisory, Llc
  Santa Fe, NM

Previous Registrations

• 2019-09-30 → 2021-03-17
  Waddell & Reed
  Santa Fe, NM
  Las Vegas, NV

Other Businesses

Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 03/10/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Portfolio development, advisory, financial planning Name: ELEVATION WEALTH PARTNERS POSITION: Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/01/2019 ADDRESS: 1440 S Saint Francis Dr, Ste A, Santa Fe NM 87505 DESCRIPTION: Portfolio design, transaction work, financial planning, meetings with clients Name: EXCHANGE AFTER HOURS POSITION: Founder NATURE: Business networking INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2026 ADDRESS: 1228 Vitalia St, Santa Fe NM 87505, United States DESCRIPTION: Organize networking events, maintain social media presence to bring in new members and disseminate information.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-27

Designations