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Nathan Charles Eddinger

Nathan C. Eddinger

WOVEN PROSPERITY | Founder and Principal
San Francisco, CA
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CRD#: 5876082
Nathan Charles Eddinger

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 .

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 travel.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Life Transitions
Retirement Planning
Socially Responsible Investing
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Asset Allocation
Investment Management
Mutual Funds
Retirement
Sudden Wealth
Are you a "fiduciary"?
Yes

Aliases

Nate Eddinger

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.
CONSULTANT (SELF EMPLOYED INDEPENDENT CONTRACTOR) PROVIDING FINANCIAL ADMINISTRATIVE/OPERATIONAL SUPPORT TO FINANCIAL ADVISORS SINCE JANUARY 1, 2013 TO PRESENT; INVESTMENT RELATED: YES; LESS THAN 5 HOURS PER YEAR, SOME DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Charles Eddinger'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®

Certified Financial Planner

Start date: 2013

Experience

Current

August 30, 2013 - Present

WOVEN PROSPERITY

RIA
CRD#: 168232
San Francisco, CA

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
California
(8/30/2013)

Exams

Current Firm

WP
WOVEN PROSPERITY
EDDINGER, NATHAN CHARLES | WOVEN PROSPERITY

CRD#: 168232 / SEC#:

California
Registered Investment Advisory firm - (8/30/2013 Approved)
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Contact information

Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 314-7249
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 6,449,805

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.

Company Information

WOVEN PROSPERITY

Founder and PrincipalCRD#: 168232San Francisco, CA

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