Nathan Emerson-verhoeven

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CRD#: 7791633

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nathan Emerson-verhoeven, who also goes by Nate Emerson-verhoeven, Nate Verhoeven, Nathan Verhoeven, was a registered financial professional .

Nathan is a previously registered financial professional and started their career in finance in 2023. Nathan had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Nate Emerson-Verhoeven | Nate Verhoeven | Nathan Verhoeven

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.

Business name: Local 922 Not investment related Address: 922 SE Lambert st. Portland, OR 97202 Product: Screen printed t-shirts, and souvenirs with Portland themes Position: Owner Start Date: 01/01/2010 Hours per month: 12 Hours devoted during securities trading hours: 0 Duties: Design and production of goods, bookkeeping, ordering and sales.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 14, 2023 - March 19, 2024

CEDAR MOUNTAIN ADVISORS, LLC

RIA

CRD#: 140339

LAKE OSWEGO, OR

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".

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - (2/4/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 65

Date: 11/9/2023

Uniform Investment Adviser Law Examination

Current Firm

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - (2/4/2008 Terminated)

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Contact information

Main Address

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 224-6868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CEDAR MOUNTAIN ADVISORS - ADV PART 2A (CRD# 140339) (9/20/2025)

Regulatory assets under management

Total Number of Accounts	2,612
AUM (Assets Under Management)	$ 1,064,447,606

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.

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Nathan Emerson-verhoeven

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CEDAR MOUNTAIN ADVISORS, LLC

Primary Firm SEC Registration

CEDAR MOUNTAIN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/2023

Current Firm

CEDAR MOUNTAIN ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEDAR MOUNTAIN ADVISORS, LLC

TRUST BUT VERIFY

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