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RIA / WealthAdvisor21 years in industry

NATHAN EARL FREEMAN

Advisor at WEALTHSPIRE ADVISORS

Arlington Heights, IL | ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:41123ca6-7559-3f3c-5728-2425d3c27ed3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jan 19, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPIRE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Exams: S66|S65
First exam: Mar 15, 2005
First registration: Jan 19, 2007
Dual registered: no
Other names: NATHAN FREEMAN|Nate Freeman
IAPD individual key: 4472806

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSPIRE ADVISORS	Independent wealth	Jul 24, 2026	n/a	yes	Arlington Heights, IL	Current employment
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Jul 15, 2026	n/a	yes	ALISO VIEJO, CA\|Arlington Heights, IL	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Apr 22, 2024	Jun 15, 2026	no	Schaumburg, IL\|TAMPA, FL	Previous registration
RUDWALL WEALTH MANAGEMENT LLC	Former SEC adviser	Feb 14, 2022	Apr 23, 2024	no	MOUNT PROSPECT, IL\|MUNDELEIN, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 5, 2021	Mar 1, 2022	no	INVERNESS, IL	Previous registration
ALLSPRING FUNDS MANAGEMENT, LLC	Asset manager	Jan 19, 2007	Apr 9, 2010	no	MENOMONEE FALLS, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT FINANCIAL PARTNERS	WEALTHSPIRE RETIREMENT ADVISORY	Jun 15, 2026	Jul 15, 2026	30	Firm change	Other
RUDWALL WEALTH MANAGEMENT LLC	INDEPENDENT FINANCIAL PARTNERS	Apr 23, 2024	Apr 22, 2024	-1	Firm change	RIA to ibd
LPL FINANCIAL LLC	RUDWALL WEALTH MANAGEMENT LLC	Mar 1, 2022	Feb 14, 2022	-15	Firm change	Ibd to RIA
ALLSPRING FUNDS MANAGEMENT, LLC	LPL FINANCIAL LLC	Apr 9, 2010	Jan 5, 2021	3,924	Firm change after gap	Other

Relationships

Registered with (6)

→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Apr 22, 2024 to Jun 15, 2026factForm ADV
→ RUDWALL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 14, 2022 to Apr 23, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 5, 2021 to Mar 1, 2022factForm ADV
→ ALLSPRING FUNDS MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 19, 2007 to Apr 9, 2010factForm ADV

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
Nathan Earl Freeman left Independent Financial Partners for Wealthspire Retirement Advisory (registered 2026-07-15)
Form ADVobserved 5 days ago
Occurred
Apr 23, 2024
Advisor changed firm
Nathan Earl Freeman left Rudwall Wealth Management Llc for Independent Financial Partners (registered 2024-04-22)
Form ADVobserved 5 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Nathan Earl Freeman left Lpl Financial Llc for Rudwall Wealth Management Llc (registered 2022-02-14)
Form ADVobserved 5 days ago