Carrie
Vanwinkle

Natural Investments

CRD#6116525
Investment Advisor
in Windsor, CA

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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

Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

Windsor, CA

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Natural Investments Brokerage Details

Total Assets Under Management

$1,674,140,436

Total Number of Employees

22

Total Number of Accounts

1,215

Average Account Size

$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.*

2012 - Present (12 years)

Natural Investments

2012 - Present (12 years)

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

Tiffany Brown
Windsor, CA
Diana Yanez
Windsor, CA
Carrie Vanwinkle
Windsor, CA
Kirbie Crowe
Greenville, SC
Nonkululeko Maphalala
Windsor, CA
Joel Koerner
Louisville, KY
Gregory Pitts
White Plains, NY
Ryan Jones-Casey
Windsor, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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