Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
27yrs
Natalie Norman
Full name on record: Natalie Rose Norman
Financial advisor at Stifel, Nicolaus & Company
Natalie Norman is a fiduciary financial advisor in Rochester, Minnesota, with 27 years in the industry. Natalie joined Stifel, Nicolaus & Company in 2016, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 245 advisors with offices in Rochester, and one of 205 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 23% by experience in Minnesota
Office3425 40th Avenue NW Suite 200, Rochester, MN 55901
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?2 states
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Natalie
3425 40th Avenue NW Suite 200Rochester, MN 55901Office · Get directions Firm main line(314) 342-2000Headquarters: Stifel, Nicolaus & Company · St. Louis, MO
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Questions to ask Natalie
Tailored to Natalie’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Natalie
How do I contact Natalie?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Natalie Norman. Natalie works from the Rochester, MN office.
How long has Natalie been a financial advisor?
Natalie has been in the industry since 2000, about 27 years. Top 23% by experience in Minnesota.
What licenses does Natalie hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Natalie a fiduciary?
Natalie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Natalie paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Natalie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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