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Brian James Ramsay

WEALTHSPAN PARTNERS, LLC·DAVENPORT, Iowa
Clean recordWEALTHSPAN PARTNERS, LLC
5025 UTICA RIDGE RD, DAVENPORT, IA 52807CRD# 4014246Firm CRD# 297712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian James Ramsay · DAVENPORT, IA
Registration
CRD #4014246 · WEALTHSPAN PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian James Ramsay is a registered financial advisor based in DAVENPORT, Iowa, affiliated with WEALTHSPAN PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTHSPAN PARTNERS, LLC
WEALTHSPAN PARTNERS, LLC
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WEALTHSPAN PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4014246
Firm CRD# 297712
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian James Ramsay offer?
Brian James Ramsay specializes in Financial Planning, Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.
What are Brian James Ramsay's credentials?
Brian James Ramsay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian James Ramsay located?
Brian James Ramsay is based in DAVENPORT, Iowa, working with WEALTHSPAN PARTNERS, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.
How does Brian James Ramsay charge for services?
Brian James Ramsay's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHSPAN PARTNERS, LLC?
WEALTHSPAN PARTNERS, LLC has approximately 5 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHSPAN PARTNERS, LLC

Mark Donald Tholl
DAVENPORT, IA

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