WEALTHSPAN PARTNERS, LLC of DAVENPORT, IA is an SEC-registered investment adviser (CRD 297712). Regulatory assets under management: $451.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Brian James Ramsay | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Mark Donald Tholl | SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | — |
| RAMSAY BRIAN JAMES | SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| THOLL MARK DONALD | SENIOR WEALTH PARTNER; SENIOR WEALTH PARTNER AND CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (563)723-7301 |
| DAVENPORT | IA | 1 | 563-323-9407 |
| ROCK ISLAND | IL | 1 | 309-788-2304 |
| — | — | 1 | (563)723-7301 |
| DAVENPORT | IA | 1 | 563-323-9407 |
| ROCK ISLAND | IL | 1 | 309-788-2304 |