Kate
Poole
Natural Investments
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About this Advisor
Kate Poole is a financial advisor based in Windsor, California, working with Natural Investments. Kate has previously held positions at Natural Investments, Rsf Social Finance, Regenerative Finance, and Friends Rehabilitation Program. Kate has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Pennsylvania. Currently, Kate is part of Natural Investments, which operates out of Windsor, California. The firm has 15 offices and 22 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Natural Investments includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Natural Investments Brokerage Details
$1,803,328,608
22
4,764
$378,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kate Poole Work History
Natural Investments
Rsf Social Finance
Regenerative Finance
Friends Rehabilitation Program
Disclosures
Please visit the SEC profile of Kate Poole 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
Greenville, SC
Hopewell Junction, NY
Windsor, CA
Windsor, CA
Windsor, CA
Windsor, CA
Louisville, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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