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Mark Donald Tholl

WEALTHSPAN PARTNERS, LLC·DAVENPORT, Iowa
SIE, Series 7, Series 63CFPClean record28 years registeredWEALTHSPAN PARTNERS, LLC
5025 UTICA RIDGE RD, DAVENPORT, IA 52807CRD# 2290346Firm CRD# 297712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Donald Tholl · DAVENPORT, IA
Registration
CRD #2290346 · WEALTHSPAN PARTNERS, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPAN PARTNERS, LLC
Sep 2018 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 1997 – Sep 2018
DAVENPORT, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · December 4, 1997
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHSPAN PARTNERS, LLC
CRD 297712 · SEC 801-113832
AUM
$283M
Regulatory assets under management
Employees
5
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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05

Frequently Asked Questions

What services does Mark Donald Tholl offer?
Mark Donald Tholl specializes in Financial Planning, Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.
What are Mark Donald Tholl's credentials?
Mark Donald Tholl holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Donald Tholl located?
Mark Donald Tholl is based in DAVENPORT, Iowa, working with WEALTHSPAN PARTNERS, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.
How does Mark Donald Tholl charge for services?
Mark Donald Tholl'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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Brian James Ramsay
DAVENPORT, IA

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