Natalie L. Chandler

RETIREMENT PLANNERS OF AMERICA

Plano, TX 75024

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CRD#: 4547547

Professional summary

Natalie Lynn Chandler, CFP®, who also goes by Natalie L Brown, Natalie Brown Michalek, is a registered financial advisor currently at RETIREMENT PLANNERS OF AMERICA located in Plano, Texas.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Natalie has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Natalie L Brown | Natalie Brown Michalek

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Lynn Chandler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

January 30, 2012 - Present

RETIREMENT PLANNERS OF AMERICA

Office #1: 6201 Dallas Parkway Suite 230, Plano, TX 75024

RIA

CRD#: 157222

Plano, TX

Past

January 27, 2009 - February 6, 2012

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

DALLAS, TX

Past

December 18, 2008 - February 6, 2012

NYLIFE SECURITIES LLC

CRD#: 5167

DALLAS, TX

Past

October 3, 2002 - March 2, 2007

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

DALLAS, TX

Past

August 7, 2002 - March 2, 2007

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMENT PLANNERS OF AMERICA

MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA

Registered Investment Advisory firm - (4/4/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/30/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/3/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/6/2002

General Securities Representative Examination

Current Firm

RETIREMENT PLANNERS OF AMERICA

MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA

Registered Investment Advisory firm - (4/4/2011 Approved)

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Contact information

Main Address

2820 Dallas Parkway, Plano, TX 75093

Mailing Address

Phone number

(469) 246-3600

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/28/2025)

ADV PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,760
AUM (Assets Under Management)	$ 3,975,227,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Natalie L. Chandler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Lynn Chandler's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT PLANNERS OF AMERICA

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

RETIREMENT PLANNERS OF AMERICA

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2002

Series 7

Date: 8/6/2002

Current Firm

RETIREMENT PLANNERS OF AMERICA

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLANNERS OF AMERICA

TRUST BUT VERIFY

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