# NATHAN LEE WILSON

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COMPASS FINANCIAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/156345) | 2023-09-11 | present | Yes |
| [GUIDESPRING WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/145405) | 2007-11-15 | 2023-10-30 | — |
| [EPLANNING ADVISORS INC](https://search.stillhousedata.com/firm/109184) | 2007-01-11 | 2007-12-31 | — |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2006-04-28 | 2006-12-31 | — |
| [GWN SECURITIES INC.](https://search.stillhousedata.com/firm/128929) | 2005-01-18 | 2006-04-25 | — |
| [PMG ASSET MANAGEMENT INC](https://search.stillhousedata.com/firm/110825) | 2004-01-29 | 2004-12-31 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2001-05-25 | 2002-07-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3088187)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3088187.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.