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Nathan F

Series 65, Series 66

Arlington Heights, IL

WealthSpire Advisors

Nathan Freeman is a financial advisor with Wealthspire Advisors, holding Series 65 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Independent Financial Partners, Rudwall Wealth Management, LPL Financial, American Century Investment Services, and Allspring Funds Management. Outside of finance, he owns PKJ LLC, a healthcare services referral business. Wealthspire Advisors serves individuals, corporations, nonprofits, and foundations with wealth management, financial planning, and retirement-plan consulting. The firm employs an institutional-style asset allocation framework and offers a range of services including trustee offerings and third-party platform support for held-away accounts.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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