Wealth Span Capital Management
Wealth Span Capital Management (CRD# 283700) is a financial advisory firm headquartered in , . They manage $16,981,807 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$257,300
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Tristan Cox (CRD# 6266881) is an Investment Advisor Representative working at Wealth Span Capital Management in Northfield, MN and has over 4 years of experience in the finance industry. Tristan Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.