Robert Anthony Mendenall

Employer firm

Wealthspan Investment Management, LLC CRD 309553

$93.1M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 08/2024
  Brookstone Wealth Advisors, Llc
  Lexington, SC
• 03/2015 → Present
  The College Funding Center Of Sc, Llc
  Lexington, SC
• 12/2018 → 07/2020
  Bryson City Slingshots, Llc
  Bryson City, NC
• 08/2024 → Present
  Wealthspan Investment Management, Llc
  Grand Rapids, MI

Previous Registrations

• 2015-10-14 → 2024-08-07
  Brookstone Wealth Advisors, Llc
  West Columbia, SC
  Lexington, SC
  Raleigh, NC
• 2021-03-05 → 2021-12-31
  Brookstone Asset Management, Llc
  Raleigh, NC

Other Businesses

The College Funding Center of SC, LLC; Investment-related; 127 Library Hill Lane, Suite A, Lexington, SC 29072; College admissions and financial aid consulting. Also an insurance agency; President/Owner; Personally licensed in 2000, agency licensed 11/10/2005, LLC formed 10/21/2005; Approximately 60 hours per week, 35 during trading hours; Independently provide college admissions and financial aid consulting in addition to selling life insurance and fixed annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-25