Nathan Freeman is a registered investment advisor, based in Schaumburg, IL, with 23 years of industry experience.
Location
1515 E. Woodfield Rd, Suite 840, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nathan is the owner of PKJ LLC, a health care services referral business, since 2022. He dedicates about 10-20% of his time to consulting and referral services, with a minimal amount of time during trading hours.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Rudwall Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
American Century Investment Services INC.Broker
Foreside Fund Services, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Goldman, Sachs & CO.Broker
Calamos Financial Services LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.