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Cody Lee Williams

Wealthspan Partners, LLC

Davenport, IA

CRD 6421751

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Employer firm

Wealthspan Partners, LLC CRD 297712

$451M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthspan Partners, Llc

5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-02-17
  • IA RA
    APPROVED
    Since 2023-02-17

Branch Locations

5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co Llc Davenport IA 11/2015 11/2016
Rbc Capital Markets, Llc Davenport IA 11/2016 02/2023
Wealthspan Partners, Llc Davenport IA 02/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-05
  • S66 Uniform Combined State Law Examination
    2016-11-05

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
MATHESON & ROCK WEALTH MANAGEMENT, LLC

Nearby Investors

BRENT WILLIAM MCCORMICK
CHAD EDWARD LEWIS
ANDREW JOHN TRASOWECH

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · Quad Cities, IA
EDWARD JONES · Davenport, IA
MATHESON & ROCK WEALTH MANAGEMENT, LLC · DAVENPORT, IA

More in Davenport, IA

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