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Nathan Beard

Beard Financial Planning LLC

Roanoke, VA

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Current Employers
Beard Financial Planning Llc

Roanoke, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-15
  • VA RA
    APPROVED
    Since 2026-04-15

Branch Locations

Roanoke, VA • 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
First Christian Church Of Malvern Malvern OH 06/2023 10/2025
Chick-Fila Roanoke VA 04/2022 06/2023
Salem Church Of Christ Roanoke VA 10/2020 03/2022
Johnson University Kissimmee FL 08/2015 10/2020
Upward Financial Planning Roanoke VA 11/2025 01/2026
Beard Financial Planning Roanoke VA 02/2026 Present
  • 06/2023 → 10/2025
    First Christian Church Of Malvern
    Malvern, OH
  • 04/2022 → 06/2023
    Chick-Fila
    Roanoke, VA
  • 10/2020 → 03/2022
    Salem Church Of Christ
    Roanoke, VA
  • 08/2015 → 10/2020
    Johnson University
    Kissimmee, FL
  • 11/2025 → 01/2026
    Upward Financial Planning
    Roanoke, VA
  • 02/2026 → Present
    Beard Financial Planning
    Roanoke, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-11
  • S65 Uniform Investment Adviser Law Examination
    2025-11-11

View on SEC IAPD

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