Unclaimed Profile

Brian James Ramsay

WEALTHSPAN PARTNERS, LLC·DAVENPORT, Iowa

SIE, Series 7, Series 6626 years registeredWEALTHSPAN 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 · 26 years registered

Brand Profile

Not yet started

Career History

WEALTHSPAN PARTNERS, LLC

Sep 2018 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2000 – Sep 2018

DAVENPORT, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 26, 2000

Years registered · 26

Disclosure History

2004Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTHSPAN PARTNERS, LLC

CRD 297712 · SEC 801-113832

AUM

$283M

Regulatory assets under management

Employees

1,242 client accounts

Services offered by WEALTHSPAN PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSPAN PARTNERS, LLC →

Introduction

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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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