Natalie A. Taylor
THE GOODLAND GROUP
Goleta, CA
Some features on this profile are disabled
CRD#: 4870668
Professional summary
Natalie Ann Taylor, who also goes by Natalie Ann Adcock, is a registered financial advisor currently at THE GOODLAND GROUP located in Goleta, California.
Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Natalie has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Biography
After sixteen years in financial services split between private practice and fintech, I’ve thought a lot about what an ideal financial planner looks like and how I can create a practice to be that ideal planner for clients. What can they help with? How does it feel to work with them? How much does it cost and what makes it worth it? How do I know I can trust them? What can they actually do for me and how will working together improve my life? (Check out more here.) And that’s why I’m so excited to be back in private practice, working one-on-one with clients again.
My sweet spot is working with professionals with kids, who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around investment strategy and asset allocation, equity compensation, insurance, and career changes.
If you’re looking for a financial planner, let’s chat! We’ll spend time talking through your situation and what you’re looking for, and I’ll share a bit about what working together looks like so we can see if we’re the right fit for each other. If not, I’ll do my best to point you in the right direction.
Question & Answer
What are your service offerings?
Natalie specializes in working...
changing careers or starting a...
having kids and sending them t...
buying homes and rental proper...
caring for elderly parents
and managing finances with a p...
Natalie focuses on maximizing ...
retirement planning
investing
tax planning
debt reduction strategies
student loan analysis
life
disability & long-term care in...
and social security optimizati...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
Insurance Related Issues
Are you a "fiduciary"?
Yes
Aliases
Natalie Ann Adcock
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
-Name: Natalie Ann Taylor -The business is non-investment related (not advising clients directly) -Address: 532 Bolinas Way #102, Goleta, CA 93117 -Nature of the business: Professional speaking, consulting and writing on financial topics for companies, organizations and consumers in a one-to-many format. -Position/Title/Relationship: Owner -Start Date: June 2018 -20 hours/month -Duties: prepare and present presentations on various financial topics, write on financial topics Natalie Taylor is a Company Advisor at Monarch Money where she is helping to develop consumer financial software. This activity accounts for up to 1 total hour of her time per week, up to 1 hour per week during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Natalie Ann Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 16, 2020 - Present
THE GOODLAND GROUP
RIA
CRD#: 306567
Goleta, CA
Past
November 16, 2018 - November 30, 2021
ELLEVEST
RIA
CRD#: 175476
Santa Barbara, CA
Past
January 24, 2013 - June 11, 2018
LEARNVEST PLANNING SERVICES, LLC
RIA
CRD#: 162453
SANTA BARBARA, CA
Past
June 16, 2005 - January 11, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN DIEGO, CA
Past
June 16, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 16, 2005 - January 11, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SAN DIEGO, CA
Past
January 1, 2005 - May 23, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN DIEGO, CA
Past
December 2, 2004 - May 23, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 2, 2004 - May 23, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/16/2020)
IAR
Colorado(1/6/2023)
IAR
New Jersey(10/14/2025)
IAR
New York(5/19/2021)
IAR
North Carolina(9/18/2025)
IAR
Texas(11/17/2020)
IAR
Washington(1/3/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
THE GOODLAND GROUP
NATALIE TAYLOR CONSULTING SERVICES, LLC | THE GOODLAND GROUP
CRD#: 306567 / SEC#:
California
Registered Investment Advisory firm - (1/16/2020 Approved)Colorado
Registered Investment Advisory firm - (1/6/2023 Approved)New Jersey
Registered Investment Advisory firm - (10/14/2025 Approved)New York
Registered Investment Advisory firm - (5/19/2021 Approved)North Carolina
Registered Investment Advisory firm - (9/18/2025 Approved)Texas
Registered Investment Advisory firm - (11/17/2020 Conditional Restricted)Washington
Registered Investment Advisory firm - (1/3/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Goleta, CA
Mailing Address
Phone number
(858) 336-7646
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 46,086,075 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
