AdvisorOS Directory
Claim Profile
Unclaimed Profile
NW

Natalie Grace Wolfsen

TOWNSQUARE CAPITAL, LLC·PROVO, Utah
SIE, Series 7, Series 7TO, Series 24Clean recordTOWNSQUARE CAPITAL, LLC
5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 3228035Firm CRD# 288576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Natalie Grace Wolfsen · PROVO, UT
Registration
CRD #3228035 · TOWNSQUARE CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TOWNSQUARE CAPITAL, LLC
CRD 288576 · SEC 801-110591
AUM
$8.8B
Regulatory assets under management
Employees
17
33,539 client accounts
Services offered by TOWNSQUARE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at TOWNSQUARE CAPITAL, LLC →
Introduction

Speak with Natalie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Natalie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PROVO?

Browse all registered financial advisors in PROVO, Utah or claim this profile if it's yours.

Browse PROVO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Natalie Grace Wolfsen offer?
Natalie Grace Wolfsen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Natalie Grace Wolfsen's credentials?
Natalie Grace Wolfsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Grace Wolfsen located?
Natalie Grace Wolfsen is based in PROVO, Utah, working with TOWNSQUARE CAPITAL, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does Natalie Grace Wolfsen charge for services?
Natalie Grace Wolfsen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSQUARE CAPITAL, LLC?
TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TOWNSQUARE CAPITAL, LLC

Kylee Marie Beach
PROVO, UT
Jordan Michael Miller
PROVO, UT
Mark Andrew Audrain
PROVO, UT
Lori Tope Hardwick
PROVO, UT
Michael James Folker
PROVO, UT
Michael Roy Burns
PROVO, UT

More Advisors in PROVO, Utah

Kurt Harold Brown
PORTSIDE WEALTH GROUP, LLC·PROVO, UT
Christopher Scott Heyman
ACCUVEST GLOBAL ADVISORS·PROVO, UT
Alma Edwards Faerber
RIGGS CAPITAL MANAGEMENT, LLC·PROVO, UT
CFA
Brent Alan Cochran
THE NORDEN GROUP LLC·PROVO, UT
Matthew Ashley Swendiman
THE NORDEN GROUP LLC·PROVO, UT
CFAChFC
Renn Michael Olsen
THE NORDEN GROUP LLC·PROVO, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (177)DRAPER (31)LEHI (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)COTTONWOOD HEIGHTS (11)
City Guides
SALT LAKE CITY GuideDRAPER GuideLEHI GuideOREM GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile