Nathan Lee Wilson
Investment adviser representative at Compass Financial Management LLC
12 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 yearsFirm in business
Are you Nathan Lee Wilson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Compass Financial Management LLCSep 2023 to now
- Fighting for Main Street Consulting LLCMar 2014 to now
- Guidespring Wealth Strategies LLCSep 2007 to now
- Simply Profitable Financial Programs LLCMay 2019 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CO).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3088187
- Firm CRD
- 156345