Nathan Wilson has been an investment adviser representative at Compass Financial Management since September 2023, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
Nathan Wilson is Investment Advisor at Independence Money, listed among the advisors of Compass Financial Management. He has over 30 years of entrepreneurial experience and 25 years in investment advisory services, and focuses on tax strategies and estate planning for small business owners and retirees.
Nathan Wilson’s longest registration was 15 years at Guidespring Wealth Strategies, LLC (2007–2023). Before joining Compass Financial Management in 2023, Nathan Wilson was registered through Guidespring Wealth Strategies, LLC and Eplanning Advisors Inc.
- – present · 3 yearsBellvue, CO · Adviser representative · Firm CRD 156345
- Guidespring Wealth Strategies, LLC– · 15 yearsFT. Collins, CO · Adviser representative · Firm CRD 145405
- Eplanning Advisors Inc– · under a yearRoseville, CA · Adviser representative · Firm CRD 109184
- Berthel Fisher & Company Financial Services, Inc.– · under a yearArlington, TX · Adviser representative · Firm CRD 13609
- GWN Securities Inc.– · 1 yearMcKinney, TX · Adviser representative · Firm CRD 128929
- PMG Asset Management Inc– · under a yearPlano, TX · Adviser representative · Firm CRD 110825
- UBS Painewebber Inc.– · 1 yearPlano, TX · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Nathan Wilson is registered as an investment adviser representative in Colorado, since September 2023.
- ColoradoSince 11 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 August 1998 |
| Series 31 | Futures Managed Funds Examination | 20 August 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 1998 |
| Series 7 | General Securities Representative Examination | 6 August 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Lee Wilson
- CRD
- 3088187
- Firm
- Compass Financial Management · CRD 156345
- Office
- 5301 Rist Canyon Rd, #66, Bellvue, CO 80512
- Registration
- Investment adviser registration
- In the industry since
- October 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compassfmllc.com
Where does Nathan Wilson work?
Nathan Wilson is an investment adviser representative registered through Compass Financial Management LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Wilson a financial advisor?
Yes. Nathan Wilson has a current investment-adviser registration in Colorado, through Compass Financial Management since September 2023.
How many years of experience does Nathan Wilson have?
Nathan Wilson has 28 years in the financial industry, since October 1998, across 7 adviser firms.
What exams has Nathan Wilson passed?
Nathan Wilson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in August 1998.
Where did Nathan Wilson work before Compass Financial Management?
Before Compass Financial Management, Nathan Wilson was registered through Eplanning Advisors Inc, January 2007 to December 2007; Berthel Fisher & Company Financial Services, Inc., April 2006 to December 2006; GWN Securities Inc., January 2005 to April 2006; PMG Asset Management Inc, January 2004 to December 2004; UBS Painewebber Inc., May 2001 to July 2002.
Where is Nathan Wilson based?
Nathan Wilson’s registered office is in Bellvue, CO.
Is Nathan Wilson registered with FINRA?
No. Nathan Wilson has no current broker registration.
How can I verify Nathan Wilson’s record?
Search CRD 3088187 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Wilson’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
- Christopher MarkowskiDirector/Managing Member