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Steven Nading

President, CCO at Outbound Financial in Boulder, CO

Investment adviser registrationUpdated

Steven Nading is President, CCO of Outbound Financial, Inc., an investment adviser managing $151M, and works from its Boulder, CO office. Steven Nading has been registered as an investment adviser representative through Outbound Financial since 21 January 2021 and has 9 years in the industry across 1 firm.

9
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Steven Nading has been President, CCO of Outbound Financial since January 2016, is a control person of the firm and directly owns 75% or more of it.

Outbound Financial, Inc. is a Boulder, CO firm with $151M under management, 150 clients and 1 adviser in one office, as of its March 2026 filing.

  1. – present · 9 years
    Boulder, CO · Adviser representative · Firm CRD 287697

Credentials and registrations

Investment adviser representative registrations

Steven Nading is registered as an investment adviser representative in Colorado, since January 2021.

  • ColoradoSince 21 January 2021

Examinations

No examinations are on Steven Nading’s record.

Key facts

Full name
Steven Jeffrey Nading
CRD
6761444
Firm
Outbound Financial · CRD 287697
Role
President, CCO
Office
6260 LOOKOUT ROAD, STE 220L, Boulder, CO 80301
Registration
Investment adviser registration
In the industry since
May 2017
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Steven Nading work?

Steven Nading has been President, CCO of Outbound Financial, Inc. since January 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 March 2026

Is Steven Nading a financial advisor?

Yes. Steven Nading has a current investment-adviser registration in Colorado, through Outbound Financial since January 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Steven Nading have?

Steven Nading has 9 years in the financial industry, since May 2017, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Steven Nading based?

Steven Nading’s registered office is in Boulder, CO.

Source: IAPD individual record, checked 22 October 2026

Is Steven Nading registered with FINRA?

No. Steven Nading has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Steven Nading’s record?

Search CRD 6761444 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Nading’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 6761444, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Outbound Financial, Inc., filed 6 March 2026. Title, control and ownership bands.