Advisor at Meyers Wealth Management, LLC
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Firm
Meyers Wealth Management, LLC
Location
Columbus, OH 43220
Credentials
Series 65, Series 66
Industry experience
< 1 year
Natalie Braun is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, holding Series 65 and Series 66 licenses. She has experience working at Meyers Wealth Management since 2022, and prior roles include positions at Huntington National Bank and JP Morgan Chase. Natalie also spent four years at Loyola University Chicago. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans and a variety of strategies, and it offers financial planning, estate planning, retirement plan advisory, and insurance guidance.
Based on Meyers Wealth Management, LLC
Based on Meyers Wealth Management, LLC
$0 - $500,000: 1.75% - 2.00% $500,001 - $1,000,000: 1.50% - 1.75% $1,000,001 - $2,500,000: 1.25% - 1.50% $2,500,001 - $5,000,000: 1.00% - 1.25% $5,000,001+: 1.00% and Below
Fee-only: Fee based on percentage of assets under management as per tiered schedule; no commissions for advisory services
5005 Horizons Drive, Suite 200
Columbus, OH 43220
Ohio
Meyers Wealth Management
2025 - Present (1 year)
Meyers Wealth Management
2022 - 2025 (3 years)
Huntington National Bank
2019 - 2022 (3 years)
JP Morgan Chase
2017 - 2019 (2 years)
Loyola University Chicago
2013 - 2017 (4 years)
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Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Series 65
Columbus, OH
Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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