Best Investors Account Sign in
Current Employers
Compass Financial Management Llc

2422 W. Sunset Drive, Tampa, FL 33629 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-09-11
  • CO RA
    APPROVED
    Since 2023-09-11

Branch Locations

2024 E. Binford St. Room 733-B, Laramie, WY 82072 • United States

Bellvue, CO • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Guidespring Wealth Strategies Llc Ft. Collins CO 09/2007 Present
Fighting For Main Street Consulting Llc Fort Collins CO 03/2014 Present
Simply Profitable Financial Programs Llc Ft. Collins CO 05/2019 12/2019
  • 09/2007 → Present
    Guidespring Wealth Strategies Llc
    Ft. Collins, CO
  • 03/2014 → Present
    Fighting For Main Street Consulting Llc
    Fort Collins, CO
  • 05/2019 → 12/2019
    Simply Profitable Financial Programs Llc
    Ft. Collins, CO
Previous Registrations
  • 2007-11-15 → 2023-10-30
    Guidespring Wealth Strategies, Llc
    Ft. Collins, CO
    Ft. Collins, CO
    Ft. Collins, CO
    Mckinney, TX
    Fort Collins, CO
    Ft. Collins, CO
  • 2007-01-11 → 2007-12-31
    Eplanning Advisors Inc
    Roseville, CA
  • 2006-04-28 → 2006-12-31
    Arlington, TX
    Arlington, TX
  • 2005-01-18 → 2006-04-25
    Mckinney, TX
  • 2004-01-29 → 2004-12-31
    Pmg Asset Management Inc
    Plano, TX
  • 2001-05-25 → 2002-07-01
    Plano, TX
Other Businesses

Managing Partner of Fighting for Main Street, LLC (FFMS). Investment-related. 343 W. Drake Rd, Ste 250, Fort Collins, CO 80526; Owner of Fighting for Main Street, LLC (FFMS). FFMS is corporate insurance agency offering annuities, cash value life insurance, term insurance, and long-term care insurance. Start Date 9/12/2023. Approximately 10 hours per month (during non trading hours) is spent on these activities. Independence Money Show, LLC; Content Host; Not investment-related. 343 W. Drake Rd, Ste 250, Fort Collins, CO 80526; Subscription-based Educational Service. October 2021; Approximately 10 hours per month (during trading hours) is spent on these activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-20
S63 Uniform Securities Agent State Law Examination 1998-08-11
  • S65 Uniform Investment Adviser Law Examination
    1998-08-20
  • S63 Uniform Securities Agent State Law Examination
    1998-08-11
Other Names
  • Nate Wilson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Laramie, WY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor