Unclaimed Profile

Nathan Allen Freeman

OLDFIELD WEALTH PARTNERS LLC·BANGOR, Maine

SIE, Series 7, Series 9, Series 10, Series 66Clean record21 years registeredOLDFIELD WEALTH PARTNERS LLC

77 EXCHANGE ST., BANGOR, ME 04401CRD# 4871519Firm CRD# 332765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Allen Freeman · BANGOR, ME

Registration

CRD #4871519 · OLDFIELD WEALTH PARTNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

OLDFIELD WEALTH PARTNERS

Jan 2026 – present

MARINER INDEPENDENT

Jul 2025 – Feb 2026

Bangor, ME

OLDFIELD WEALTH PARTNERS

Nov 2024 – Aug 2025

BANGOR, ME

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2019 – Nov 2024

BANGOR, ME

UBS FINANCIAL SERVICES INC.

May 2011 – Feb 2019

BANGOR, ME

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2008 – May 2011

LEWISTON, ME

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 2007 – Jul 2008

BREWER, ME

CHITTENDEN SECURITIES

Jul 2007 – Dec 2007

BANGOR, ME

UVEST FINANCIAL SERVICES GROUP, INC.

Sep 2006 – Jul 2007

BANGOR, ME

UBS FINANCIAL SERVICES INC.

Feb 2005 – May 2006

BANGOR, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · February 2, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLDFIELD WEALTH PARTNERS LLC

CRD 332765 · SEC 801-131174

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by OLDFIELD WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OLDFIELD WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Nathan Allen Freeman offer?

Nathan Allen Freeman specializes in Financial Planning, Investment Management. Contact their office in BANGOR, Maine for a consultation.

What are Nathan Allen Freeman's credentials?

Nathan Allen Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Allen Freeman located?

Nathan Allen Freeman is based in BANGOR, Maine, working with OLDFIELD WEALTH PARTNERS LLC. Their office serves clients in the BANGOR metropolitan area and surrounding communities.

How does Nathan Allen Freeman charge for services?

Nathan Allen Freeman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLDFIELD WEALTH PARTNERS LLC?

OLDFIELD WEALTH PARTNERS LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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