NATHAN LEE WILSON is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with COMPASS FINANCIAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 2023-09-11 | present | Yes |
| GUIDESPRING WEALTH STRATEGIES, LLC | 2007-11-15 | 2023-10-30 | — |
| EPLANNING ADVISORS INC | 2007-01-11 | 2007-12-31 | — |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 2006-04-28 | 2006-12-31 | — |
| GWN SECURITIES INC. | 2005-01-18 | 2006-04-25 | — |
| PMG ASSET MANAGEMENT INC | 2004-01-29 | 2004-12-31 | — |
| UBS FINANCIAL SERVICES INC. | 2001-05-25 | 2002-07-01 | — |