Nathan E. Imboden
KESTRA ADVISORY SERVICES
Camp Hill, PA 17011
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CRD#: 5508840
Professional summary
Nathan Eugene Imboden, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Camp Hill, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Lemoyne, Pennsylvania.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Nathan has worked at 5 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.
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: Questmont Strategic Wealth Advisors Investment Related: Yes Address: 1200 Camp Hill Bypass, Suite 203 Camp Hill PA 17011 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Manager/Financial Planner Start Date: 3/19/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Meeting with clients, spending time preparing plans for clients. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Manager/Financial Planner Start Date: 3/19/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Meeting with clients, preparing plans for clients 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... BODEN WEALTH POSITION: Wealth Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/25/2024 ADDRESS: 1027 Mumma Road, Lemoyne PA 17043, United States DESCRIPTION: Meeting with clients, spending time preparing plans for clients.
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
March 19, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1200 Camp Hill Bypass Suite 203, Camp Hill, PA 17011RIA
CRD#: 283330
Camp Hill, PA
Current
March 19, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1027 Mumma Road, Lemoyne, PA 17043BD
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
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/20/2025)
RR
Arizona(11/5/2019)
RR
California(4/10/2023)
RR
Colorado(3/19/2018)
RR
Delaware(3/19/2018)
RR
District of Columbia(5/16/2022)
RR
Florida(3/19/2018)
RR
Maryland(3/19/2018)
RR
Massachusetts(7/7/2021)
RR
Minnesota(6/3/2021)
RR
New York(3/19/2018)
RR
North Carolina(7/17/2023)
RR
Pennsylvania(3/19/2018)
IAR
Pennsylvania(3/19/2018)
RR
South Carolina(1/16/2025)
RR
Tennessee(4/26/2018)
RR
Texas(3/19/2018)
IAR
Texas(3/19/2018)
RR
Virginia(3/19/2018)
RR
Wisconsin(4/7/2018)
RR
Wyoming(8/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Camp Hill, PA 17011TRUST BUT VERIFY
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