Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Sturgis, MI 49091
Credentials
Series 66
Industry experience
6 years
Natalie Boland is a financial advisor with Raymond James Financial in Sturgis, MI, holding a Series 66 credential and six years of industry experience. She has worked at Sturgis Bank & Trust Co. and Raymond James Financial Services since 2018 and previously was employed with St. Joseph County ISD. Outside of her advisory role, she assists with client services at Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a distinctive focus on non-discretionary advisory services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
125 E. Chicago Road
Sturgis, MI 49091
Michigan
Sturgis Bank & Trust Co.
2018 - Present (8 years)
Raymond james Financial Services, Inc
2018 - Present (8 years)
St. Joseph County ISD
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Three Rivers, MI
United Advisors America
CFP®, Series 63
Sturgis, MI
Raymond James Financial
Series 63, Series 66
Sturgis, MI
LPL Financial
Series 66
Three Rivers, MI
Ameriprise
Series 63, Series 66
Lagrange, IN
LPL Financial
Series 66
Lagrange, IN
LPL Financial
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