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Mark Donald Tholl

Wealthspan Partners, LLC

Davenport, IA

Bradenton, FL

CRD 2290346

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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
FL RA APPROVED 2018-10-15
IA RA APPROVED 2018-09-21
  • FL RA
    APPROVED
    Since 2018-10-15
  • IA RA
    APPROVED
    Since 2018-09-21

Branch Locations

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

4856 Boston Common Glen, Bradenton, FL 34211 • 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
Ameriprise Financial Services, Inc. Davenport IA 08/1992 09/2018
Wealthspan Partners, Llc Bradenton FL 09/2018 Present
  • 08/1992 → 09/2018
    Ameriprise Financial Services, Inc.
    Davenport, IA
  • 09/2018 → Present
    Wealthspan Partners, Llc
    Bradenton, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-12
  • S63 Uniform Securities Agent State Law Examination
    1993-02-12
Designations
  • Certified Financial Planner

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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