Nathan Tarver has been an investment adviser representative at Wood Tarver Financial Group since October 2023, and is not listed among the firm’s executive officers or direct owners. Nathan Tarver holds a Master's Degree in Accounting from the University of Arkansas. Nathan Tarver studied Undergraduate degrees in Accounting and Finance at the University of Arkansas.
Wood Tarver Financial Group, LLC is a Boise, ID firm with $489M under management, 581 clients and 2 advisers in one office, as of its April 2026 filing.
Nathan Tarver is Family Wealth Planner of Wood Tarver Financial. He started his career at PricewaterhouseCoopers, an international Big 4 accounting firm, where he worked with private equity funds and registered funds. Before joining Wood Tarver, he worked in Dallas, Texas as a financial advisor focused on multi-generational families and self-employed individuals.
Nathan Tarver’s longest registration is the current one, 3 years at Wood Tarver Financial Group since 2023. Before joining Wood Tarver Financial Group in 2023, Nathan Tarver was registered through Paladini Financial Advisors, LLC.
- Wood Tarver FinancialCurrent– present · 3 yearsBoise, ID · Adviser representative · Firm CRD 298793
- Paladini Financial Advisors, LLC– · 2 yearsArlington, TX · Adviser representative · Firm CRD 139884
Professional designations
Listed by Wood Tarver Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Nathan Tarver is registered as an investment adviser representative in 6 states. Each was approved in October 2023.
- CaliforniaSince 13 October 2023
- FloridaSince 27 October 2023
- IdahoSince 13 October 2023
- TexasSince 13 October 2023
- UtahSince 13 October 2023
- WashingtonSince 13 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathan D Tarver
- CRD
- 7311687
- Firm
- Wood Tarver Financial Group · CRD 298793
- Office
- 3232 E BARBER VALLEY DRIVE, Boise, ID 83716
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- woodtarverfinancial.com
Where does Nathan Tarver work?
Nathan Tarver is an investment adviser representative registered through Wood Tarver Financial Group, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Tarver a financial advisor?
Yes. Nathan Tarver has a current investment-adviser registration in California, Florida, Idaho, Texas, Utah and Washington, through Wood Tarver Financial Group since October 2023.
How many years of experience does Nathan Tarver have?
Nathan Tarver has 5 years in the financial industry, since November 2020, across 2 adviser firms.
What exams has Nathan Tarver passed?
Nathan Tarver passed the Series 65 in June 2020.
Where did Nathan Tarver work before Wood Tarver Financial Group?
Before Wood Tarver Financial Group, Nathan Tarver was registered through Paladini Financial Advisors, LLC, November 2020 to October 2023.
Where is Nathan Tarver based?
Nathan Tarver’s registered office is in Boise, ID.
Is Nathan Tarver registered with FINRA?
No. Nathan Tarver has no current broker registration.
Is Nathan Tarver a CFP?
Wood Tarver Financial Group lists Nathan Tarver with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nathan Tarver’s record?
Search CRD 7311687 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Tarver’s full registration record.