Carolina Nmn Ortiz
Investment adviser representative at Shared Vision Wealth Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$335.9MFirm assets
Are you Carolina Nmn Ortiz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Shared Vision Wealth GroupJun 2023 to now
- Northwest Asset ManagementFeb 2020 to Sep 2023
- USAA Investment Management CompanyJan 2018 to Feb 2020
- USAA Financial Advisors, Inc.Jun 2013 to Feb 2020
- USAA Financial Planning ServicesJun 2013 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Shared Vision Wealth Group
Legal name: Shared Vision Wealth Group, LLC
$335.9MAssets managed
192Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4571486
- Firm CRD
- 325000