Karen Natkin
Moonstone Asset Management · Northbrook, Illinois
Karen Natkin is a fee-only financial advisor at Moonstone Asset Management in Northbrook, Illinois. Karen focuses on estate & legacy planning and family wealth transfer. Moonstone Asset Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Karen →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Moonstone Asset Management |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $75M across 68 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5189056 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.moonstoneasset.com |
| Profile |
How Karen's firm compares
- Moonstone Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 68 accounts).
Request an introduction to Karen
Tell Karen a little about what you're looking for. Karen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Karen
Is Karen Natkin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Moonstone Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Moonstone Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Karen Natkin based?
Karen Natkin is based in Northbrook, Illinois.
What does Karen specialize in?
Karen's specialties include estate & legacy planning and family wealth transfer. Karen works with multi-generational families.
Is Karen Natkin registered with the SEC?
Yes. Karen Natkin is registered as an investment adviser representative in IL (CRD 5189056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moonstone Asset Management manage?
Moonstone Asset Management reports $75M across 68 accounts in assets under management.
How do I contact Karen Natkin?
Through Karen's website, www.moonstoneasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Moonstone Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.