WEALTHSPAN INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, Michigan·5 registered advisors·CRD# 309553
SEC# 801-1299882616-655-1696
01

Firm Overview

AUM
$7M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHSPAN INVESTMENT MANAGEMENT, LLC

5 registered advisors
Frederick William Gearhart
GRAND RAPIDS, Michigan
Jeffrey Keith Stukey
GRAND RAPIDS, Michigan
John Michael Timmermans
GRAND RAPIDS, Michigan
Justin John Biebel
GRAND RAPIDS, Michigan
Kathleen Erin Dunn
GRAND RAPIDS, Michigan
05

Office Locations

GRAND RAPIDS, Michigan
5 advisors

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Data sourced from SEC Form ADV filings. WEALTHSPAN INVESTMENT MANAGEMENT, LLC (CRD# 309553) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.