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Natalie Pace

Advisor at Ameriprise

Updated today
Ameriprise logo

Firm

Ameriprise

Location

Belfair, WA

Credentials

Series 66

Industry experience

3 years

About

Natalie Pace is a financial advisor with Ameriprise in Belfair, Washington, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, Natalie manages an independent advisory business through Wealthbridge Advisors Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

Belfair, WA

Most active in

Washington

Work history

Ameriprise

2022 - Present (4 years)

Ameriprise

2016 - 2022 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Drew M

Series 63, Series 65

Union, WA

Mountain Lakes Capital Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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Jeremy D

Series 63, Series 65

Port Orchard, WA

Advent Capital Strategies, LLC

Passive / index investing Cash flow / budgeting Debt management

Terry B

CFP®

Port Orchard, WA

BradfordCrane Company LLC

Terry Bradford-Crane, MBA, CFP® is an investment adviser in the states of California and Washington. After graduating from the United States Naval Academy and an accomplished career as an EA-6B Prowler naval flight officer, she began her career as a financial adviser with Merrill Lynch in Oxnard, California. As a financial adviser and certified financial manager with Merrill Lynch, Mrs. Bradford-Crane managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004, Mrs. Bradford-Crane established BradfordCrane Company as a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the "art" of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals as a service to her community. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. Mrs. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Mrs. Bradford-Crane also a co-owner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation company.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Self-Employed Young Professionals
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Alexander M

CFP®, Series 65

Gig Harbor, WA

Faire Capital Group

Private / alternative investments
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Benjamin S

CFP®, Series 63, Series 65

Gig Harbor, WA

Briarwood Financial

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy General estate planning guidance Retired
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Charles C

Series 66

Gig Harbor, WA

Briarwood Financial

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy General estate planning guidance Retired
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