Wealthspan Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 297712
- SEC number
- 801-113832
- Firm type
- RIA
- Assets under management
- $451.1M as of Mar 3, 2026
- Website
- wealthspanpartners.com ↗
- Phone
- (563) 723-7301
- Address
- 5025 Utica Ridge Rd, Davenport, IA, 52807
Advisors at this firm
5 in our index · page 1 of 1
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Nile C MclaughlinCRD 7442967 · Davenport, IAIA RegisteredRegistration inactive
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Brian James RamsayCRD 4014246 · Davenport, IAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Mark Donald ThollCRD 2290346 · Bradenton, FLIA RegisteredRegistration inactive
-
John Douglas TimmerCRD 2507441 · Rock Island, ILIA RegisteredRegistration inactive
-
Cody Lee WilliamsCRD 6421751 · Davenport, IAIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 297712 ↗
FINRA BrokerCheck record for firm CRD 297712 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.