LPL Financial
39yrs
Top advisor by experience in Spencer
2yrs
Natalie R Wilkinson
Financial advisor at Edward Jones
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office2002 Highway Blvd, Spencer, IA 51301
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Uniform Combined State Law Examination
Career
- Feb 2025 – nowEdward JonesCurrent firm
Questions to ask Natalie
Tailored to Natalie’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Edward Jones at 314-515-2000 and ask for Natalie R Wilkinson. Natalie works from the Spencer, IA office.
How long has Natalie been a financial advisor?
Natalie has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Natalie hold?
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Natalie for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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