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Natalie Margaret Neaton

14 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,599 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

Littleton, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Natalie owns a small percentage of Brother Bond, a privately held bourbon company, but performs no work for them. She also sells insurance (medical, dental, vision, STD, LTD, life) and is a 401k advisor for RIA Aveo Capital, and sits on the board of A Little Help, a Denver non-profit.

Employment History
Current Registrations
Expand Financial, LLC
May 2025 - Present · 9 mos
Previous Registrations
Dmk Advisor Group, INC.
January 2022 - October 2024 · 2 yrs 9 mos
Dmk Advisor Group, INC.
May 2014 - December 2021 · 7 yrs 7 mos
Dmk Advisor Group, INC.Broker
May 2014 - June 2025 · 11 yrs 1 mo
Aveo Capital Partners, LLC
May 2014 - October 2025 · 11 yrs 5 mos
Capital Investment Management
May 2012 - June 2015 · 3 yrs 1 mo
Capital Investment Management
May 2012 - December 2014 · 2 yrs 7 mos
First Allied Securities, INC.Broker
December 2011 - May 2014 · 2 yrs 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.