Nathan
Freeman
Independent Financial Partners
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About this Advisor
Nathan Freeman is a financial advisor based in Schaumburg, Illinois, working with Independent Financial Partners. Nathan has previously held positions at Fidelity Investments Institutional Services Company, Inc, Doubleline Capital Lp, Foreside Fund Services, American Century Investment Services Inc, Lpl Financial, LLC, Rudwall Wealth Management LLC, Ifp Securities, LLC, and Independent Financial Partners. Nathan has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Illinois and Ohio. Currently, Nathan is part of Independent Financial Partners, which operates out of Schaumburg, Illinois. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Nathan Freeman Work History
Ifp Securities, LLC
Independent Financial Partners
Rudwall Wealth Management LLC
Lpl Financial, LLC
American Century Investment Services Inc
Doubleline Capital Lp
Foreside Fund Services
Fidelity Investments Institutional Services Company, Inc
Disclosures
Please visit the SEC profile of Nathan Freeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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