Carrie VanwinkleCRD Number: 6116525
Current Firm: Natural Investments
Compensation Model: Fee Only
Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY. She has over 3 years of experience in the finance industry.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Natural Investments||Louisville, KY||Mar 2012 - Current||5|
|Fleur-de-bee Beekeeping||Louisville, KY||Jan 2012 - Current||6|
|Cbv Consulting||Louisville, KY||Jan 2011 - Sep 2012||1|
|Unemployed||Louisville, KY||Sep 2010 - Dec 2010||< 1|
|The Housing Partnership||Louisville, KY||Apr 2008 - Aug 2010||2|
|Americana Community Center||Louisville, KY||May 2001 - Mar 2008||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management274MILLIONS
Total Number of Accounts2,162ACCOUNTS
Average Account Value$126,861
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, GA, HI, IN, KY, LA, MA, MD, MI, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.