Nathan Allen Freeman
Investment adviser representative at Oldfield Wealth Partners
15 yearsExperience
2 statesRegistered in
$110MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Oldfield Wealth Partners, LLCJan 2026 to now
- Mariner Platform SolutionsJul 2025 to Jan 2026
- Oldfield Wealth Partners, LLCSep 2024 to Jul 2025
- Raymond James Financial Services Advisors, Inc.Jan 2019 to Nov 2024
- Raymond James Financial Services, Inc.Jan 2019 to Nov 2024
- UBS Financial Services Inc.May 2011 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Oldfield Wealth Partners
Legal name: Oldfield Wealth Partners LLC
$110MAssets managed
93Clients
4Advisers
2 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
- 4871519
- Firm CRD
- 332765