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WEALTHSPAN PARTNERS, LLC
WEALTHSPAN PARTNERS, LLC
DAVENPORT, Iowa
·
2 registered advisors
·
CRD# 297712
SEC# 801-113832
3
(563) 723-7301
01
Firm Overview
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTHSPAN PARTNERS, LLC
2 registered advisors
Brian James Ramsay
DAVENPORT, Iowa
CRD# 4014246
Mark Donald Tholl
DAVENPORT, Iowa
CRD# 2290346
05
Office Locations
DAVENPORT, Iowa
2 advisors
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Data sourced from SEC Form ADV filings. WEALTHSPAN PARTNERS, LLC (CRD# 297712) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.