Natalie Larson has been an investment adviser representative at SGL Investment Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners.
SGL Investment Advisors, Inc. is a Missoula, MT firm with $440M under management, 883 clients and 6 advisers in one office, as of its September 2026 filing.
Natalie Larson’s longest registration is the current one, under a year at S.G. Long & Company since 2026.
- S.G. Long & CompanyAlso current– present · under a yearMissoula, MT · Adviser representative · Firm CRD 47511
- – present · under a yearMissoula, MT · Adviser representative · Firm CRD 145167
Investment adviser representative registrations
Natalie Larson is registered as an investment adviser representative in Montana, since February 2026.
- MontanaSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 February 2026 |
| Series 7TO | General Securities Representative Examination | 25 November 2025 |
| SIE | Securities Industry Essentials Examination | 7 May 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Natalie Anne Larson
- CRD
- 7771960
- Firm
- SGL Investment Advisors · CRD 145167
- Office
- 283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Natalie Larson work?
Natalie Larson is an investment adviser representative registered through SGL Investment Advisors, Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Natalie Larson a financial advisor?
Yes. Natalie Larson has a current investment-adviser registration in Montana, through SGL Investment Advisors since February 2026.
How many years of experience does Natalie Larson have?
Natalie Larson has 0 years in the financial industry, since November 2025, across 2 adviser firms.
What exams has Natalie Larson passed?
Natalie Larson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2024.
Where is Natalie Larson based?
Natalie Larson’s registered office is in Missoula, MT.
Is Natalie Larson registered with FINRA?
Yes. Natalie Larson has a current broker registration, under CRD 7771960.
Source: FINRA BrokerCheck
How can I verify Natalie Larson’s record?
Search CRD 7771960 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Natalie Larson’s full registration record.
