Nathan E. Imboden
BODEN WEALTH
LEMOYNE, PA 17043
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CRD#: 5508840
Nathan Eugene ImbodenBODEN WEALTH
Professional summary
Nathan Eugene Imboden, CFP® is a registered financial advisor currently at BODEN WEALTH located in Lemoyne, Pennsylvania.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nathan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
None
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.
Business Name: Imboden Ventures, LLC Investment Related: No Address: 120 Locust Ln. Dillsburg PA 17019 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 10/9/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Own residential rental properties. Business Name: Legacy Communications, LLC Investment Related: No Address: 617 Robert Street Mechanicsburg PA 17050 Nature of Business: Other Other/None of the Above Providing communication training and leadership training to individuals and organizations Position, Title or Relationship: Fractional CFO Start Date: 4/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Providing general financial guidance, firmwide budgeting, forecasting, expense mapping, etc... Business Name: GOLDEN YEARS HEALTH BROKERAGE, LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/06/2020 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Servicing existing clients and building new client relationships. Business Name: THREEFOLD EDUCATION ASSOCIATION BOARD POSITION: Board Member and Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/08/2022 ADDRESS: 1559 Boiling Springs Road, Boiling Springs PA 17007 DESCRIPTION: Strategic planning for the school, strategic planning regarding educational freedom and school choice expansion through Pennsylvania. As Treasurer, I will be a spot check on their spending, P&L, etc... Business Name: THE BORN PODCAST POSITION: Owner/Host NATURE: Podcast Host INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Find guests, perform podcast interviews. Business Name: NI ACQUISITIONS COMPANY, LLC POSITION: CEO and Owner NATURE: Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043 DESCRIPTION: Own and manage the LLC, manage finances, pay bills/taxes, etc...
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Eugene Imboden'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®
CFP®
Start date: 2016
Experience
Current
April 27, 2026 - Present
BODEN WEALTH
Office #1: 1027 Mumma Road, Lemoyne, PA 17043RIA
CRD#: 340590
LEMOYNE, PA
Past
March 19, 2018 - April 28, 2026
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Camp Hill, PA
Past
March 19, 2018 - April 28, 2026
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Lemoyne, PA
Past
July 18, 2014 - April 16, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Carlisle, PA
Past
July 18, 2014 - April 16, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
CAMP HILL, PA
Past
October 7, 2009 - July 21, 2014
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
MECHANICSBURG, PA
Past
May 6, 2008 - July 21, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
MECHANICSBURG, PA
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
Pennsylvania(4/27/2026)
IAR
Texas(4/29/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BODEN WEALTH
BODEN WEALTH | NI ACQUISITIONS COMPANY LLC
CRD#: 340590 / SEC#: 801-135817
RIA
Registered Investment Advisory firm - (4/9/2026 120-Day Approval)Loading...
Contact information
Main Address
1027 Mumma Road, Lemoyne, PA 17043
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees
SEC notice filing (1 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
