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Nathan Allen Freeman

Investment Adviser Representative at OLDFIELD WEALTH PARTNERS

Bangor, MECRD #4871519Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nathan Allen Freeman has worked in the securities industry since 2005. They are registered to provide investment advisory services in Maine and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MaineTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/18/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/21/2004
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 11/25/2019
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 11/15/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 – $999,9991.50%
$1,000,000 – $4,999,9991.25%
$5,000,000 – $9,999,9991.00%
$10,000,000 and up
Source

Oldfield Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OLDFIELD WEALTH PARTNERSCurrent
1/29/2026Bangor, ME
MARINER INDEPENDENT
7/15/20252/2/2026Bangor, ME
OLDFIELD WEALTH PARTNERS
11/1/20248/19/2025Bangor, ME
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
1/25/201911/7/2024Bangor, ME
UBS FINANCIAL SERVICES INC.
5/26/20112/5/2019Bangor, ME
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
6/23/20085/31/2011Lewiston, ME
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
12/17/20077/18/2008Brewer, ME
CHITTENDEN SECURITIES
7/13/200712/17/2007Bangor, ME
UVEST FINANCIAL SERVICES GROUP, INC.
9/13/20067/16/2007Bangor, ME
UBS FINANCIAL SERVICES INC.
2/2/20055/3/2006Bangor, ME

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at OLDFIELD WEALTH PARTNERS

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View OLDFIELD WEALTH PARTNERS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Allen Freeman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.