Kate Anna Poole
Investment adviser representative at Natural Investments
11 yearsExperience
1 stateRegistered in
$2BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Natural InvestmentsJul 2018 to now
- Rsf Social FinanceAug 2017 to Jul 2018
- Regenerative FinanceOct 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Natural Investments
Legal name: Natural Investments Pbllc
$2BAssets managed
1,277Clients
23Advisers
21 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
- 6994789
- Firm CRD
- 113348