Wealthspan Partners, LLC

Wealthspan Partners, LLC (CRD# 297712) is a financial advisory firm headquartered in Davenport, IA. They manage $282,510,545 in 1,242 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
5025 Utica Ridge Rd, Suite 101, Davenport, IA 52807
https://www.facebook.com/wealthspanpartners/?modal=admin_todo_tour
By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    1,242
    ACCOUNTS
  • Average Account Value
    $227,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IA, IL, LA, MN, TX

Financial Advisors at Wealthspan Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Ramsay, financial advisor Davenport IA
Brian J. Ramsay
CRD#: 4014246
5025 Utica Ridge Rd, Suite 101, Davenport, IA 52807

Brian Ramsay (CRD# 4014246) is an Investment Advisor Representative working at Wealthspan Partners, LLC in Davenport, IA and has over 24 years of experience in the finance industry.

2
Mark Tholl, financial advisor Davenport IA
Mark D. Tholl
CRD#: 2290346
5025 Utica Ridge Rd, Suite 101, Davenport, IA 52807

Mark Tholl (CRD# 2290346) is an Investment Advisor Representative working at Wealthspan Partners, LLC in Davenport, IA and has over 31 years of experience in the finance industry.

3
John Timmer, financial advisor Rock Island IL
John D. Timmer
CRD#: 2507441
4480 48th Avenue Ct, Suite 3, Rock Island, IL 61201

John Timmer (CRD# 2507441) is an Investment Advisor Representative working at Wealthspan Partners, LLC in Rock Island, IL and has over 29 years of experience in the finance industry.

4
Cody Williams, financial advisor Davenport IA
Cody L. Williams
CRD#: 6421751
5025 Utica Ridge Rd, Suite 101, Davenport, IA 52807

Cody Williams (CRD# 6421751) is an Investment Advisor Representative working at Wealthspan Partners, LLC in Davenport, IA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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