Nathan Charles Eddinger
CFP®Professional Summary
Nathan Charles Eddinger, CFP®, who also goes by Nate Eddinger, is a registered financial advisor currently at WOVEN PROSPERITY located in San Francisco, California. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nathan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
Specializations
Biography
Nate is an experienced investment advisor, financial planner, and client service professional. He has served on the Board of Directors of the Financial Planning Association of San Francisco and participates in various volunteer and pro bono activities. Concerned about how his investment choices impact the world, Nate has specialized in SRI for many years, beginning with his own investments. He lives with his partner Stacy in San Francisco and enjoys museums, music, baseball, birdwatching, and...
Other Aliases
Nate Eddinger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
EDDINGER, NATHAN CHARLES | WOVEN PROSPERITY
Contact Information
Main Address
San Francisco, CAPhone Number
(415) 314-7249# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
56AUM (Assets Under Management)
$7,196,718Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/30/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nathan Charles Eddinger's CRS (Customer Relationship Summary).
Services Offered by Nathan
- Financial Planning
- Investment Management
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