DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Nathan Earl Freeman

Wealthspire Advisorsindependent RIAArlington Heights, Il IA-onlyIAPD 4472806

Feed of 09/14/2026

Also filed as Nathan Freeman

At current firm

0 y

since Jul 15, 2026

In the industry

21 y

since Mar 15, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealthspire Advisors independent RIA current
since Jul 24, 2026 · Arlington Heights, Il
Wealthspire Retirement Advisory institutional current
since Jul 15, 2026 · Aliso Viejo, Ca
Independent Financial Partners BD affiliated
Apr 22, 2024 to Jun 15, 2026 · Schaumburg, Il
Rudwall Wealth Management LLC former
Feb 14, 2022 to Apr 23, 2024 · Mount Prospect, Il
LPL Financial LLC BD affiliated
Jan 5, 2021 to Mar 1, 2022 · Inverness, Il
Allspring Funds Management, LLC asset manager
Jan 19, 2007 to Apr 9, 2010 · Menomonee Falls, Wi

Moves

a registration end followed by a registration begin elsewhere

Independent Financial Partners to Wealthspire Retirement Advisory
left Jun 15, 2026, registered Jul 15, 2026 (30 days) · Other
Rudwall Wealth Management LLC to Independent Financial Partners
left Apr 23, 2024, registered Apr 22, 2024 (-1 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Rudwall Wealth Management LLC
left Mar 1, 2022, registered Feb 14, 2022 (-15 days) · Affiliated broker-dealer or bank to independent RIA
Allspring Funds Management, LLC to LPL Financial LLC
left Apr 9, 2010, registered Jan 5, 2021 (3924 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address