Natalie L Johnson
Natalie L Johnson
Financial Advisor
(608) 243-5000 Ext. 8930 or
(800) 236-5560 Ext. 8930
401 S Yellowstone Dr
Madison, WI 53719
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AR Ins. License #: 17231718
CA Ins. License #: 0I86225

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a partner of Summit Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. 

Specifically, we can make sure you have solid answers to these key questions: 

  • Is your retirement money invested properly? 
  • Will you have enough income in retirement? 
  • What should you do with an existing retirement plan from a previous employer? 
  • How will you pay for a child's or grandchild's education? 
  • Financially, what would happen to your family if you died? 
  • How will you pay for long-term care? 

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . .

  • Far Eastern State University, 1994, BA English 

Career Highlights . . . 

  • Financial Services Industry 18+ years
  • FINRA Registered
  • Life, Health and Annuity Licensed 

Personal . . .

  • Avid reader
  • Downhill ski enthusiast
  • Love to travel

Community Activities...

  • Ellevate Network – Professional Women’s Group

Professional Services
  • Financial Planning
  • Comprehensive Financial Guidance
  • Tax-advantaged Investment Planning
  • Wealth Preservation
  • Retirement Planning