NR
Nathan M. Riggs
OAK LANE ADVISORS
Idaho Falls, ID 83406
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CRD#: 8032719
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Nathan Mckell RiggsOAK LANE ADVISORS
Professional summary
Nathan Mckell Riggs, who also goes by Nathan Riggs, is a registered financial advisor currently at OAK LANE ADVISORS located in Idaho Falls, Idaho.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nathan has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Nathan Riggs
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.
1) EDGE FINANCIAL GROUP, LLC; ACCOUNTING, BOOKEEPING AND TAX RETURN SERVICES, START DATE 10/2024, TIME SPENT 120-160 HOURS PER MONTH 2) EDGE FINANCIAL ADVISORS, LLC; MARKETING ENTITY FOR CO-BRANDING, START DATE 1/2025, TIME SPENT, 0 HOURS PER MONTH 2) NATHAN RIGGS, CPA; CPA FIRM, START DATE 1/2021, TIME SPENT, 8 HOURS PER MONTH 3) MEAT PACKING AFFILIATES, LLC; NON MANAGING MEMBER, PASSIVE INTEREST, TIME SPENT 0 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Mckell Riggs'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®
NoneExperience
Current
January 21, 2025 - Present
OAK LANE ADVISORS
Office #1: 3350 S. 15th E., Idaho Falls, ID 83406RIA
CRD#: 140612
Idaho Falls, ID
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".
OL
OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
CRD#: 140612 / SEC#: 801-116880
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)Utah
Registered Investment Advisory firm - (7/5/2019 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
Idaho(1/21/2025)
Exams
Current Firm
OL
OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
CRD#: 140612 / SEC#: 801-116880
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)Utah
Registered Investment Advisory firm - (7/5/2019 Terminated)Loading...
Contact information
Main Address
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014
Mailing Address
Phone number
(801) 335-8200
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,258 |
| AUM (Assets Under Management) | $ 367,281,893 |
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.
