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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Freeman is an investment advisor representative with Independent Financial Partners, based in Schaumburg, Illinois. Nathan has been in the industry since 2002. Nathan has a wide range of experience, having previously worked with firms like American Century Investment Services Inc., Foreside Fund Services, LLC, Fidelity Investments Institutional Services Company, Inc., and Goldman, Sachs & Co. Nathan holds multiple industry licenses and has passed the Series 6, 7, and 66 exams, along with the SIE exam. Nathan offers a variety of advisory services, including financial planning, portfolio management for individuals, selection of other advisors, and educational seminars. Nathan is registered with the state of Illinois and Ohio for both investment advisor and broker-dealer activities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
IL
04/23/2024 - Present
Independent Financial Partners (Schaumburg IL)
IL
11/16/2020 - 03/01/2022
LPL FINANCIAL LLC (INVERNESS IL)
MO
11/07/2016 - 11/16/2020
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
ME
11/20/2015 - 10/04/2016
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
RI
05/19/2010 - 10/16/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NC
01/19/2007 - 04/09/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NY
02/15/2005 - 01/19/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
12/14/2001 - 12/09/2004
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IA
Issued 12/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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