Nathan Allen Freeman
Professional Summary
Nathan Allen Freeman, who also goes by Nate Freeman, Nathan Freeman, Nathan Allen 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nathan Allen Freeman, Nate Freeman, Nathan Freeman, Nathan Allen Allen Freeman
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
OLDFIELD WEALTH PARTNERS | OLDFIELD WEALTH PARTNERS, LLC | OLDFIELD WEALTH PARTNERS LLC
Contact Information
Main Address
77 Exchange St. Suite 302, Bangor, ME 04401Phone Number
(207) 573-3001# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
283AUM (Assets Under Management)
$109,966,376Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
OLDFIELD WEALTH PARTNERS | OLDFIELD WEALTH PARTNERS, LLC | OLDFIELD WEALTH PARTNERS LLC
State Registrations and Notice Filings
(1/29/2026)
(1/29/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2019About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2019About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Nathan Allen Freeman's CRS (Customer Relationship Summary).
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