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NF

Nathan E. Freeman

WEALTHSPIRE RETIREMENT ADVISORY
Arlington Heights, IL
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CRD#: 4472806
NF
Nathan Earl FreemanWEALTHSPIRE RETIREMENT ADVISORY

Professional summary

Nathan Earl Freeman, CIMA®, who also goes by Nathan Freeman, Nate Freeman, is a registered financial advisor currently at WEALTHSPIRE RETIREMENT ADVISORY located in Arlington Heights, Illinois.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nathan has worked at 12 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Nathan Freeman | Nate Freeman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Earl Freeman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Current

July 15, 2026 - Present

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
Arlington Heights, IL
Past

April 22, 2024 - June 15, 2026

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Schaumburg, IL
Past

April 22, 2024 - June 15, 2026

IFP SECURITIES, LLC

BD
CRD#: 297287
Schaumburg, IL
Past

February 14, 2022 - April 23, 2024

RUDWALL WEALTH MANAGEMENT LLC

RIA
CRD#: 284515
MOUNT PROSPECT, IL
Past

January 5, 2021 - March 1, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
INVERNESS, IL
Past

November 16, 2020 - March 1, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
INVERNESS, IL
Past

November 7, 2016 - November 16, 2020

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO
Past

November 20, 2015 - October 4, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

May 19, 2010 - October 16, 2015

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

January 19, 2007 - April 9, 2010

ALLSPRING FUNDS MANAGEMENT, LLC

RIA
CRD#: 110841
MENOMONEE FALLS, WI
Past

January 19, 2007 - April 9, 2010

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
CHARLOTTE, NC
Past

February 15, 2005 - January 19, 2007

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

December 14, 2001 - December 9, 2004

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | NFP | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.

CRD#: 121254 / SEC#: 801-66107

RIA
Registered Investment Advisory firm - (1/31/2006 Approved)
California
Registered Investment Advisory firm - (2/9/2006 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/15/2026)
IAR
Indiana
(7/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/15/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/8/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/13/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WR
WEALTHSPIRE RETIREMENT ADVISORY
401 (K) ADVISORS | WEALTHSPIRE RETIREMENT, LLC | WEALTHSPIRE RETIREMENT ADVISORY | SST BENEFITS AND CONSULTING SERVICES LLC | NFP RETIREMENT INC. | NFP RETIREMENT | NFP | FIDUCIARYPATH | FIDUCIARY FIRST, LLC | ACCELERATE RETIREMENT | 403(B) ADVISORS | 401(K) INVESTMENT ADVISORS, INC. | 401(K) ADVISORS, INC. | 401(K) ADVISORS INC. | 401 (K) ADVISORS, INC.

CRD#: 121254 / SEC#: 801-66107

RIA
Registered Investment Advisory firm - (1/31/2006 Approved)
California
Registered Investment Advisory firm - (2/9/2006 Terminated)
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Contact information

Main Address
120 Vantis Suite 400, Aliso Viejo, CA 92656
Mailing Address
Phone number
(949) 460-9898
Established
Firm type
Fiscal year end
# of Employees
240

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NFP RETIREMENT (12/23/2025)

Regulatory assets under management

Total Number of Accounts9,394
AUM (Assets Under Management)$ 118,031,461,765

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHSPIRE RETIREMENT ADVISORY

CRD#: 121254Arlington Heights, IL

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