AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
NC

Nathaniel M. Coleman

BROWNSON, REHMUS & FOXWORTH
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 7407721
NC

Professional summary


Nathaniel Mitchell Coleman, who also goes by Nate Coleman, Nathan Coleman, is a registered financial advisor currently at BROWNSON, REHMUS & FOXWORTH, INC. located in Chicago, Illinois.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nathaniel has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nate Coleman | Nathan Coleman

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.
1. NAME: NATHAN COLEMAN ART; INVESTMENT-RELATED? NO; ADDRESS: 676 N KINGSBURY ST, UNIT 301, CHICAGO, IL 60654; NATURE: CUSTOM ART COMMISSION; POSITION: OWNER; TITLE: OWNER, ENTREPRENEUR; START DATE: MARCH 5, 2021; # HOURS/MONTH: 10 (NIGHTS & WEEKENDS); # HOURS DURING TRADING HOURS: 0; DUTIES: I CREATE CUSTOM PAINTINGS AND DRAWINGS FOR COMMISSION AND PRINT. MY SALES ARE BASED ON WORD OF MOUTH, AND I RUN A SMALL WEBSITE. 2. NATHAN COLEMAN ART POSITION: Owner, Entrepreneur NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/05/2021 ADDRESS: 676 N Kingsbury St, Unit 301, Chicago IL 60654, United States DESCRIPTION: Custom art: drawings, paintings, and prints

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nathaniel Mitchell Coleman'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

June 14, 2022 - Present

BROWNSON, REHMUS & FOXWORTH, INC.

Office #1: 227 West Monroe Street Suite 1800, Chicago, IL 60606
RIA
CRD#: 110608
Chicago, IL
Past

September 27, 2021 - January 6, 2022

FSC SECURITIES CORPORATION

BD
CRD#: 7461
SKOKIE, 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".
BR
BROWNSON, REHMUS & FOXWORTH, INC.
BROWNSON, REHMUS & FOXWORTH, INC.

CRD#: 110608 / SEC#: 801-79878

RIA
Registered Investment Advisory firm - (6/10/2014 Approved)
Arizona
Registered Investment Advisory firm - (6/30/2014 Terminated)
California
Registered Investment Advisory firm - (7/30/2014 Terminated)
Colorado
Registered Investment Advisory firm - (7/30/2014 Terminated)
Connecticut
Registered Investment Advisory firm - (7/8/2014 Terminated)
Florida
Registered Investment Advisory firm - (6/30/2014 Terminated)
Georgia
Registered Investment Advisory firm - (6/30/2014 Terminated)
Illinois
Registered Investment Advisory firm - (6/10/2014 Terminated)
Indiana
Registered Investment Advisory firm - (7/2/2014 Terminated)
Michigan
Registered Investment Advisory firm - (7/2/2014 Terminated)
Minnesota
Registered Investment Advisory firm - (6/30/2014 Terminated)
New York
Registered Investment Advisory firm - (6/30/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (6/30/2014 Terminated)
Ohio
Registered Investment Advisory firm - (6/30/2014 Terminated)
Oregon
Registered Investment Advisory firm - (12/21/2009 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)
Texas
Registered Investment Advisory firm - (6/30/2014 Terminated)
Virginia
Registered Investment Advisory firm - (7/1/2014 Terminated)
Washington
Registered Investment Advisory firm - (6/30/2014 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/30/2014 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
(6/14/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/3/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


BR
BROWNSON, REHMUS & FOXWORTH, INC.
BROWNSON, REHMUS & FOXWORTH, INC.

CRD#: 110608 / SEC#: 801-79878

RIA
Registered Investment Advisory firm - (6/10/2014 Approved)
Arizona
Registered Investment Advisory firm - (6/30/2014 Terminated)
California
Registered Investment Advisory firm - (7/30/2014 Terminated)
Colorado
Registered Investment Advisory firm - (7/30/2014 Terminated)
Connecticut
Registered Investment Advisory firm - (7/8/2014 Terminated)
Florida
Registered Investment Advisory firm - (6/30/2014 Terminated)
Georgia
Registered Investment Advisory firm - (6/30/2014 Terminated)
Illinois
Registered Investment Advisory firm - (6/10/2014 Terminated)
Indiana
Registered Investment Advisory firm - (7/2/2014 Terminated)
Michigan
Registered Investment Advisory firm - (7/2/2014 Terminated)
Minnesota
Registered Investment Advisory firm - (6/30/2014 Terminated)
New York
Registered Investment Advisory firm - (6/30/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (6/30/2014 Terminated)
Ohio
Registered Investment Advisory firm - (6/30/2014 Terminated)
Oregon
Registered Investment Advisory firm - (12/21/2009 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)
Texas
Registered Investment Advisory firm - (6/30/2014 Terminated)
Virginia
Registered Investment Advisory firm - (7/1/2014 Terminated)
Washington
Registered Investment Advisory firm - (6/30/2014 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/30/2014 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
227 West Monroe Street Suite 1800, Chicago, IL 60606
Mailing Address
Phone number
(312) 346-5850
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (13 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 AND 2B (3/31/2025)

Regulatory assets under management


Total Number of Accounts3,359
AUM (Assets Under Management)$ 4,270,994,216

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/20/2025
Cover Page
10/21/2024
08/24/2023
09/12/2022

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


BROWNSON, REHMUS & FOXWORTH, INC.

CRD#: 110608Chicago, IL 60606

TRUST BUT VERIFY

Monitor Nathaniel Coleman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics