Nathan Freeman has been Managing Member and Chief Compliance Officer of Oldfield Wealth Partners since December 2018, is a control person of the firm and directly owns 75% or more of it. Nathan Freeman holds a Bachelor's degree in finance and financial management from Husson University.
Oldfield Wealth Partners LLC is a Bangor, ME firm with $110M under management, 93 clients and 4 advisers in one office, as of its July 2026 filing.
Nathan Freeman is President, Financial Advisor of Oldfield Wealth Partners, based in Bangor, ME. He has a background in commercial finance and over 20 years of wealth planning experience, and brings a strategic perspective to portfolio management and to the process of selling a business. Freeman founded Oldfield Wealth Partners in 2019.
Nathan Freeman’s longest registration was 7 years at UBS Financial Services Inc. (2011–2019). Before joining Oldfield Wealth Partners in 2026, Nathan Freeman was registered through Mariner Independent and Raymond James Financial Services Advisors, Inc.
- Oldfield Wealth PartnersCurrent– present · under a yearBangor, ME · Adviser representative · Firm CRD 332765
- Mariner Independent– · under a yearBangor, ME · Adviser representative · Firm CRD 305418
- Raymond James Financial Services Advisors, Inc– · 5 yearsBangor, ME · Adviser representative · Firm CRD 149018
- UBS Financial Services Inc.– · 7 yearsBangor, ME · Adviser representative · Firm CRD 8174
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsLewiston, ME · Adviser representative · Firm CRD 7691
- Cambridge Investment Research Advisors, Inc.– · under a yearBrewer, ME · Adviser representative · Firm CRD 134139
- Chittenden Securities– · under a yearBangor, ME · Adviser representative · Firm CRD 45190
- Uvest Financial Services Group, Inc.– · under a yearBangor, ME · Adviser representative · Firm CRD 13787
- UBS Financial Services Inc.– · 1 yearBangor, ME · Adviser representative · Firm CRD 8174
Professional designations
Listed by Oldfield Wealth Partners
- Chartered Retirement Plans Specialist (CRPS®)
Investment adviser representative registrations
Nathan Freeman is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- MaineSince 29 January 2026
- TexasSince 29 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 25 November 2019 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 15 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 January 2005 |
| Series 7 | General Securities Representative Examination | 21 December 2004 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Allen Freeman
- CRD
- 4871519
- Firm
- Oldfield Wealth Partners · CRD 332765
- Role
- Managing Member and Chief Compliance Officer
- Office
- 77 EXCHANGE ST., SUITE 302, Bangor, ME 04401
- Registration
- Investment adviser registration
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oldfieldwealth.com
Where does Nathan Freeman work?
Nathan Freeman has been Managing Member and Chief Compliance Officer of Oldfield Wealth Partners LLC since December 2018, and is a control person of the firm.
Is Nathan Freeman a financial advisor?
Yes. Nathan Freeman has a current investment-adviser registration in Maine and Texas, through Oldfield Wealth Partners since January 2026.
How many years of experience does Nathan Freeman have?
Nathan Freeman has 21 years in the financial industry, since May 2005, across 8 adviser firms.
What exams has Nathan Freeman passed?
Nathan Freeman has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in December 2004. FINRA credited Nathan Freeman with the SIE, which began in October 2018.
Where did Nathan Freeman work before Oldfield Wealth Partners?
Before Oldfield Wealth Partners, Nathan Freeman was registered through Raymond James Financial Services Advisors, Inc, January 2019 to November 2024; UBS Financial Services Inc., May 2011 to February 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2008 to May 2011; Cambridge Investment Research Advisors, Inc., December 2007 to July 2008; Chittenden Securities, July 2007 to December 2007; Uvest Financial Services Group, Inc., September 2006 to July 2007; UBS Financial Services Inc., February 2005 to May 2006.
Where is Nathan Freeman based?
Nathan Freeman’s registered office is in Bangor, ME.
Is Nathan Freeman registered with FINRA?
No. Nathan Freeman has no current broker registration.
How can I verify Nathan Freeman’s record?
Search CRD 4871519 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Freeman’s full registration record.