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Natalie Jo Slagle

Natalie J. Slagle

FYOOZ FINANCIAL PLANNING
Minneapolis, MN 55401
Some features on this profile are disabled
CRD#: 6171719
Natalie Jo Slagle

Professional summary

Natalie Jo Slagle, CFP®, who also goes by Natalie Fuchsel, Natalie Slagle, is a registered financial advisor currently at FYOOZ FINANCIAL PLANNING located in Minneapolis, Minnesota.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Natalie has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Business Owners
Cash Flow/Budgets/Credit Issues
College/Education Planning
Entrepreneurs
Financial Psychology/Coaching
Fixed Fee (Subscription
Retainer
etc.)

Question & Answer

What are your service offerings?
Insurance Planning
Retirement Planning
Budgeting
Estate Planning
Life Transitions
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Natalie Fuchsel | Natalie Slagle

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Jo Slagle's 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: 2016

Experience

Current

July 29, 2019 - Present

FYOOZ FINANCIAL PLANNING

Office #1: 121 Washington Ave. N 2nd Floor, Minneapolis, MN 55401
RIA
CRD#: 304113
Minneapolis, MN
Past

January 9, 2018 - May 31, 2019

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

May 19, 2014 - January 2, 2018

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
BURNSVILLE, MN
Past

February 24, 2014 - January 2, 2018

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
PLYMOUTH, MN
Past

January 6, 2014 - December 26, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
BURNSVILLE, MN

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
California
(1/11/2021)
IAR
Minnesota
(7/29/2019)
IAR
New York
(2/15/2022)
IAR
Oregon
(9/9/2022)
IAR
Texas
(5/29/2024)
IAR
Washington
(6/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2014
General Securities Representative Examination

Current Firm

FF
FYOOZ FINANCIAL PLANNING
FYOOZ FINANCIAL PLANNING | FYOOZ FINANCIAL PLANNING LLC

CRD#: 304113 / SEC#:

California
Registered Investment Advisory firm - (1/1/2021 Approved)
Minnesota
Registered Investment Advisory firm - (7/29/2019 Approved)
New York
Registered Investment Advisory firm - (2/15/2022 Approved)
Oregon
Registered Investment Advisory firm - (9/9/2022 Approved)
Texas
Registered Investment Advisory firm - (4/20/2024 Conditional Restricted)
Washington
Registered Investment Advisory firm - (6/5/2024 Approved)
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Contact information

Main Address
121 Washington Ave. N 2nd Floor, Minneapolis, MN 55401
Mailing Address
Phone number
(507) 696-4496
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts321
AUM (Assets Under Management)$ 59,037,361

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.

Company Information

FYOOZ FINANCIAL PLANNING

CRD#: 304113Minneapolis, MN 55401

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