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Nathanael Downs

14 Years of Experience
Boise, ID
BrokerSells Insurance

Nathanael Downs is a registered investment advisor at Duncan Financial Planning Advisors, based in Boise, ID, with 14 years of industry experience. Nathanael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.

Compensation
Fixed/Hourly
Firm Size
27 advisors
IM Fee
Planning only

Fee Structure

Annual Retainer:$250 - $10,000/year
One-Time Plan:Up to $30,000
Hourly Rate:Up to $500/hr
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Location

13863 W Meadowdale Dr., Ste. 100, Boise, ID, 83713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nathanael is an independent insurance agent for various companies since 2012, dedicating a few hours per week. He is also an advisory representative of a Registered Investment Advisor and owns Nathan Downs Financial LLC, rental properties, and Nathan Downs Office Real Estate LLC.

Employment History
Current Registrations
Duncan Financial Planning Advisors
December 2020 - Present · 5 yrs 5 mos
Cambridge Investment Research Advisors, INC.
September 2011 - Present · 14 yrs 8 mos
Cambridge Investment Research, INC.Broker
June 2011 - Present · 14 yrs 11 mos
State Registrations25 states
AZCACODEFLGAHIIAIDLAMAMDMEMINCNMNVOHORPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.