Carrie
Vanwinkle
Natural Investments
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About this Advisor
Carrie Vanwinkle is a financial advisor working out of Windsor, California, who has 11 years of industry experience. Vanwinkle currently works for Natural Investments. Their career trajectory has included roles at Natural Investments and Fleur-De-Bee Beekeeping. Vanwinkle maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Kentucky. Natural Investments is an advisory firm with a branch in Windsor, California. The firm has offices in 15 locations and a total of 22 employees. It oversees $2 billion in assets under management across its 1,215 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 14 charitable organizations. Of its 1,215 accounts, 20% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on which service is provided. Fee types billed by Natural Investments may include any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Natural Investments Brokerage Details
$1,674,140,436
22
1,215
$1,377,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Carrie Vanwinkle Work History
Carrie has been registered as a financial advisor for 11 years.*
Natural Investments
Fleur-De-Bee Beekeeping
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carrie Vanwinkle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Natural Investments
Windsor, CA
Windsor, CA
Windsor, CA
Windsor, CA
Greenville, SC
Louisville, KY
White Plains, NY
Windsor, CA
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