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Nathaniel Mark Whalen

D.A. Davidson & Co.

Coeur D'ALene, ID

CRD 7135664

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Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-17
ID RA APPROVED 2026-03-16
  • TX RA
    APPROVED
    Since 2026-03-17
  • ID RA
    APPROVED
    Since 2026-03-16

Branch Locations

1812 N Lakewood Drive Suite 200, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Newark TX 01/2020 04/2025
Arizona State University Tempe AZ 05/2018 12/2019
Bass Pro Shops/Cabela's Fort Worth TX 12/2021 03/2023
Murdoch's Ranch And Home Parker CO 08/2017 11/2017
Home Depot Inc. Parker CO 10/2016 05/2017
Charles Schwab & Co., Inc. Lone Tree CO 06/2019 08/2019
Student Parker CO 07/2012 05/2018
Packard Wheeler Succession Spokane Valley WA 04/2025 03/2026
Bass Pro Shops/Cabela's Lone Tree CO 04/2018 10/2021
D. A. Davidson & Co. Coeur D'ALene ID 03/2026 Present
  • 01/2020 → 04/2025
    Charles Schwab & Co., Inc.
    Newark, TX
  • 05/2018 → 12/2019
    Arizona State University
    Tempe, AZ
  • 12/2021 → 03/2023
    Bass Pro Shops/Cabela's
    Fort Worth, TX
  • 08/2017 → 11/2017
    Murdoch's Ranch And Home
    Parker, CO
  • 10/2016 → 05/2017
    Home Depot Inc.
    Parker, CO
  • 06/2019 → 08/2019
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2012 → 05/2018
    Student
    Parker, CO
  • 04/2025 → 03/2026
    Packard Wheeler Succession
    Spokane Valley, WA
  • 04/2018 → 10/2021
    Bass Pro Shops/Cabela's
    Lone Tree, CO
  • 03/2026 → Present
    D. A. Davidson & Co.
    Coeur D'ALene, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-28
S63 Uniform Securities Agent State Law Examination 2025-07-21
  • S66 Uniform Combined State Law Examination
    2026-02-28
  • S63 Uniform Securities Agent State Law Examination
    2025-07-21
Other Names
  • Nate Whalen

View on SEC IAPD

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