Steven J. Nading
OUTBOUND FINANCIAL
Boulder, CO 80301
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CRD#: 6761444
Professional summary
Steven Jeffrey Nading, CFP® is a registered financial advisor currently at OUTBOUND FINANCIAL located in Boulder, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Steven has worked at 1 firm .
Biography
Outbound Financial Inc. is a fee-only financial planning and investment management firm founded to serve young professionals and families. We aim help our clients organize and understand their financial lives in order to position themselves, with intention, to reach whatever it is constitutes their best life and to make stress, complexity, and doubt less of the equation.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Tax Planning
Business Succession Planning
Small Business Planning
Investment Planning
Debt Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Estate & Generational Planning...
Investment Advice with Ongoing...
What is your minimum asset requirement?
1
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.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Jeffrey Nading'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
January 21, 2021 - Present
OUTBOUND FINANCIAL
Office #1: 4845 Pearl East Circle Ste 101, Boulder, CO 80301RIA
CRD#: 287697
Boulder, CO
Past
January 15, 2019 - December 31, 2020
OUTBOUND FINANCIAL
RIA
CRD#: 287697
BOULDER, CO
Past
April 13, 2017 - December 31, 2018
OUTBOUND FINANCIAL
RIA
CRD#: 287697
BOULDER, CO
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".
OUTBOUND FINANCIAL
OUTBOUND FINANCIAL | OUTBOUND FINANCIAL, INC.
CRD#: 287697 / SEC#: 801-131224
RIA
Registered Investment Advisory firm - (9/26/2024 Approved)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)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
Colorado(1/21/2021)
Exams
Current Firm
OUTBOUND FINANCIAL
OUTBOUND FINANCIAL | OUTBOUND FINANCIAL, INC.
CRD#: 287697 / SEC#: 801-131224
RIA
Registered Investment Advisory firm - (9/26/2024 Approved)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4845 Pearl East Circle Ste 101, Boulder, CO 80301
Mailing Address
Phone number
(720) 642-9701
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 117,745,234 |
Red Flags
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