ND
Nathanael C. Downs
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Boise, ID 83713
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CRD#: 5833891
ND
Professional summary
Nathanael C Downs is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Boise, Idaho and DUNCAN FINANCIAL PLANNING ADVISORS located in Bellevue, Washington.
Nathanael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Nathanael has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
1) NATHAN C DOWNS, 14205 SE 36TH ST, BELLEVUE WA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, BELLEVUE,WA. 05/01/2012, INV REL-8/MO-8/TRADING. 2) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 40/WEEK 30/TRADE. 09/06/11. 3) NATHAN DOWNS FINANCIAL, LLC, 17102 146TH AVE SE, RENTON WA, 01/01/19, INV REL, OWNER, 10/WK- 0/TRADING HR 4) RENTAL PROPERTY, 1142 S 23RD ST, RENTON WA, OWNER RENTAL HOME, 07/01/18, NIR, 20/YR- 0/TRADING HR 5) RENTAL PROPERTY / 3313 E 17th Street, Vancouver, WA / 07/2018 / RENTAL PROPERTY, OWNER / NIR / 4 HR/MO - 0 HR TRADING 6) NATHAN DOWNS OFFICE REAL ESTATE LLC, Kuna ID 83634, United States, 03/20/2023, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 7) HOA, Nampa ID 83687, 06/2025, Committee Member, Administrative, NIR, 0 HR/MO, 0 HR/MO TRADING. 8) NATHAN DOWNS COFFEE CO., 5053 W Victory Rd, Nampa ID 83687, United States, 10/01/2025, Owner, Food/Beverage Services, NIR, 5 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Nathanael C Downs'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
September 6, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 13863 W Meadowdale Dr. Ste. 100, Boise, ID 83713RIA
CRD#: 134139
Boise, ID
Current
December 9, 2020 - Present
DUNCAN FINANCIAL PLANNING ADVISORS
Office #1: 14205 Se 36th St. Ste. 100, Bellevue, WA 98006RIA
CRD#: 309454
BELLEVUE, WA
Current
June 6, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 13863 W Meadowdale Dr. Ste. 100, Boise, ID 83713BD
CRD#: 39543
Boise, ID
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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
Arizona(3/30/2018)
RR
California(11/6/2018)
RR
Colorado(8/6/2024)
RR
Delaware(8/6/2024)
RR
Florida(3/28/2024)
RR
Georgia(8/5/2024)
RR
Hawaii(5/22/2024)
RR
Idaho(9/10/2019)
IAR
Idaho(9/16/2021)
RR
Louisiana(8/20/2024)
RR
Maine(8/2/2024)
RR
Maryland(3/28/2024)
RR
Massachusetts(8/5/2024)
RR
Michigan(8/6/2024)
RR
Nevada(8/2/2024)
RR
New Mexico(8/5/2024)
RR
North Carolina(9/4/2024)
RR
Ohio(8/2/2024)
RR
Oregon(11/17/2011)
RR
Pennsylvania(2/26/2024)
RR
South Carolina(8/2/2024)
RR
Tennessee(8/5/2024)
IAR
Texas(3/27/2024)
RR
Texas(4/3/2024)
RR
Virginia(4/3/2024)
RR
Washington(8/31/2011)
IAR
Washington(12/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
