Nathan Oakley has held the title Member at Mountain Pacific Investment Advisers since November 2020, is a control person of the firm and directly owns between 50% and 75% of it. Nathan Oakley holds a Bachelor of Science in Economics and Mathematics from the University of Puget Sound.
Mountain Pacific Investment Advisers, LLC is a Boise, ID firm with $934M under management, 319 clients and 5 advisers in one office, as of its March 2026 filing.
Nathan Oakley is an investment adviser representative and principal of Mountain Pacific Investment Advisers, based in Boise, Idaho. Before joining Mountain Pacific in 2019, he was a managing director in the Asset Liability Management team of PNC Financial Services Group in Pittsburgh. Earlier he worked as a portfolio manager at Washington Mutual Bank in Seattle.
- – present · 7 yearsBoise, ID · Adviser representative · Firm CRD 104749
Professional designations
Listed by Mountain Pacific Investment Advisers
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Nathan Oakley is registered as an investment adviser representative in 2 states. The first approvals date from February 2019; the most recent is Texas, in May 2022.
- IdahoSince 26 February 2019
- TexasSince 16 May 2022
Examinations
No examinations are on Nathan Oakley’s record.
- Full name
- Nathan Christian Oakley
- CRD
- 7066661
- Firm
- Mountain Pacific Investment Advisers · CRD 104749
- Role
- Member
- Office
- 877 WEST MAIN STREET, SUITE 704, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountain-pacific.com
Where does Nathan Oakley work?
Nathan Oakley has held the title Member at Mountain Pacific Investment Advisers, LLC since November 2020, and is a control person of the firm.
Is Nathan Oakley a financial advisor?
Yes. Nathan Oakley has a current investment-adviser registration in Idaho and Texas, through Mountain Pacific Investment Advisers since February 2019.
How many years of experience does Nathan Oakley have?
Nathan Oakley has 7 years in the financial industry, since February 2019, across 1 adviser firm.
Where is Nathan Oakley based?
Nathan Oakley’s registered office is in Boise, ID.
Is Nathan Oakley registered with FINRA?
No. Nathan Oakley has no current broker registration.
Is Nathan Oakley a CFA charterholder?
Mountain Pacific Investment Advisers lists Nathan Oakley with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Nathan Oakley’s record?
Search CRD 7066661 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Oakley’s full registration record.