Nathan D Tarver
Investment adviser representative at Wood Tarver Financial
10 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$489MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wood Tarver FinancialOct 2023 to now
- Paladini Financial Advisors LLCSep 2020 to Oct 2023
- Paladini Financial ManagementSep 2020 to Oct 2023
- PricewaterhousecoopersAug 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, ID, TX, UT, WA).
Wood Tarver Financial
Legal name: Wood Tarver Financial Group, LLC
$489MAssets managed
581Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7311687
- Firm CRD
- 298793