Nathan E. Imboden

BODEN WEALTH

LEMOYNE, PA 17043

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CRD#: 5508840

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eugene Imboden's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 27, 2026 - Present

BODEN WEALTH

Office #1: 1027 Mumma Road, Lemoyne, PA 17043

RIA

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

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.

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/1/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/27/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/5/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BODEN WEALTH

BODEN WEALTH | NI ACQUISITIONS COMPANY LLC

CRD#: 340590 / SEC#: 801-135817

RIA

Registered Investment Advisory firm - (4/9/2026 120-Day Approval)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BODEN WEALTH ADV PART 2A 3-10-2026 (3/10/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Nathan E. Imboden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eugene Imboden's CRS (Customer Relationship Summary).

Certified licenses

Experience

BODEN WEALTH

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2009

Series 63

Date: 5/27/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/27/2012

Series 6

Date: 5/5/2008

Current Firm

BODEN WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BODEN WEALTH

TRUST BUT VERIFY

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