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Nathan A. Freeman

OLDFIELD WEALTH PARTNERS
BANGOR, ME 04401
Some features on this profile are disabled
CRD#: 4871519
NF

Professional summary

Nathan Allen Freeman, who also goes by Nate Freeman, Nathan Freeman, Nathan Allen Allen Freeman, Nathan Allen Freeman, is a registered financial advisor currently at OLDFIELD WEALTH PARTNERS located in Bangor, Maine.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nathan has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nate Freeman | Nathan Freeman | Nathan Allen Allen Freeman | Nathan Allen 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 Allen 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®
None

Experience

Current

January 29, 2026 - Present

OLDFIELD WEALTH PARTNERS

Office #1: 77 Exchange St. Suite 302, Bangor, ME 04401
RIA
CRD#: 332765
BANGOR, ME
Past

July 15, 2025 - February 2, 2026

MARINER INDEPENDENT

RIA
CRD#: 305418
Bangor, ME
Past

November 1, 2024 - August 19, 2025

OLDFIELD WEALTH PARTNERS

RIA
CRD#: 332765
BANGOR, ME
Past

January 25, 2019 - November 7, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
BANGOR, ME
Past

January 25, 2019 - November 7, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Bangor, ME
Past

May 26, 2011 - February 5, 2019

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BANGOR, ME
Past

May 26, 2011 - February 5, 2019

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BANGOR, ME
Past

June 23, 2008 - May 31, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LEWISTON, ME
Past

June 23, 2008 - May 31, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LEWISTON, ME
Past

December 17, 2007 - July 18, 2008

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
BREWER, ME
Past

December 17, 2007 - July 18, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
BREWER, ME
Past

July 13, 2007 - December 17, 2007

CHITTENDEN SECURITIES, LLC.

RIA
CRD#: 45190
BANGOR, ME
Past

July 13, 2007 - December 17, 2007

CHITTENDEN SECURITIES, LLC.

BD
CRD#: 45190
BANGOR, ME
Past

September 13, 2006 - July 16, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
BANGOR, ME
Past

September 11, 2006 - July 16, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
BANGOR, ME
Past

February 2, 2005 - May 3, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BANGOR, ME
Past

January 1, 2005 - May 3, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
Maine
(1/29/2026)
IAR
Texas
(1/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2005
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: 12/21/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/25/2019
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/15/2019
General Securities Sales Supervisor - Options Module Examination

Current Firm

OW
OLDFIELD WEALTH PARTNERS
OLDFIELD WEALTH PARTNERS | OLDFIELD WEALTH PARTNERS, LLC | OLDFIELD WEALTH PARTNERS LLC

CRD#: 332765 / SEC#: 801-131174

RIA
Registered Investment Advisory firm - (9/20/2024 120-Day Approval)
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Contact information

Main Address
77 Exchange St. Suite 302, Bangor, ME 04401
Mailing Address
Phone number
(207) 573-3001
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- OLDFIELD WEALTH PARTNERS (1/27/2025)
WRAP FEE BROCHURE- OLDFIELD WEALTH PARTNERS (1/27/2025)

Regulatory assets under management

Total Number of Accounts94
AUM (Assets Under Management)$ 101,292,356

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

OLDFIELD WEALTH PARTNERS

CRD#: 332765Bangor, ME 04401

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