Nathan Earl Freeman
Investment adviser representative at Wealthspire Retirement Advisory
10 yearsExperience
2 statesRegistered in
$38.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealthspire Retirement AdvisoryJun 2026 to now
- Ifp Securities, LLCApr 2024 to Jun 2026
- Independent Financial PartnersApr 2024 to Jun 2026
- Rudwall Wealth Management LLCFeb 2022 to Apr 2024
- LPL Financial, LLCNov 2020 to Feb 2022
- American Century Investment Services Inc.Nov 2016 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 4472806
- Firm CRD
- 121254