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Nathan Allen Freeman

OLDFIELD WEALTH PARTNERS LLC·BANGOR, Maine
Clean recordOLDFIELD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nathan Allen Freeman is a registered financial advisor based in BANGOR, Maine, affiliated with OLDFIELD WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OLDFIELD WEALTH PARTNERS LLC
OLDFIELD WEALTH PARTNERS
AUM
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4871519
Firm CRD# 332765
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05

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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