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Mark Donald Tholl

WEALTHSPAN PARTNERS, LLC·DAVENPORT, Iowa
Unclaimed Profile
5025 UTICA RIDGE RD, DAVENPORT, IA 52807CRD# 2290346Firm CRD# 297712
01

About

Mark Donald Tholl 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
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# 2290346
Firm CRD# 297712
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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