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Wealthspan Partners, LLC CRD 297712
$451M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-03 |
| IA | RA | APPROVED | 2018-09-21 |
Branch Locations
5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Davenport | IA | 09/2005 | 09/2018 |
| Wealthspan Partners, Llc | Davenport | IA | 09/2018 | Present |
Outside Business Activities; Blackhawk College; Instructor; College for Kids Instructor; East Moline, IL 61244; Not Investment Related; July 2017; 0-9 hours per month; 1-9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-24 |
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