Steven Jeffrey Nading
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Retirement Planning
- Tax Planning
- Business Services
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Education Funding
Specializations
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.
Other Aliases
There are no additional aliases reported.
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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
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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
9 years in the financial services industry
Current & Past Employments
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Current Firm
OUTBOUND FINANCIAL | OUTBOUND FINANCIAL, INC.
Contact Information
Main Address
6260 Lookout Road Ste 220l, Boulder, CO 80301Phone Number
(720) 642-9701# of Employees
1SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
423AUM (Assets Under Management)
$151,226,554Similar Advisors
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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.
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Primary Firm SEC Registration
OUTBOUND FINANCIAL | OUTBOUND FINANCIAL, INC.
State Registrations and Notice Filings
(1/21/2021)
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 Steven Jeffrey Nading's CRS (Customer Relationship Summary).
Services Offered by Steven
- Estate & Legacy Planning
- Retirement Planning
- Tax Planning
- Business Services
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Education Funding
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