Nathan Freeman (CRD# 4472806) is an Investment Advisor Representative working at Independent Financial Partners in Schaumburg, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Tampa, FL | Apr 2024 - Current | < 1 |
| Independent Financial Partners | Tampa, FL | Apr 2024 - Current | < 1 |
| Rudwall Wealth Management LLC | Libertyville, IL | Feb 2022 - Apr 2024 | 2 |
| Lpl Financial, LLC | Ilverness, IL | Nov 2020 - Feb 2022 | 1 |
| American Century Investment Services Inc. | Kansas City, MO | Nov 2016 - Nov 2020 | 4 |
| Foreside Fund Services | Arlington Heights, IL | Nov 2015 - Sep 2016 | < 1 |
| Doubleline Capital LP | Arlington Heights, IL | Oct 2015 - Sep 2016 | < 1 |
| Fidelity Investments Institutional Services Company, Inc. | Smithfield, RI | Apr 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- IL
- OH
-
Total Assets Under Management9,761MILLIONS
-
Total Number of Accounts37,391ACCOUNTS
-
Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.