A complete list of active advisors currently associated with Wealthspan Partners, LLC

Warmer can help you find a great advisor at Wealthspan Partners, LLC or one who fits your needs even better.

Wealthspan Partners, LLC is an SEC-registered advisory firm that provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations and businesses. The firm manages roughly $451 million in client assets across more than 500 accounts and integrates planning either as a component of portfolio management or as a standalone engagement. The firm develops written investment policy statements and constructs portfolios primarily using ETFs, mutual funds, individual equity and fixed income securities, while also employing options and, for certain clients, private fund investments. Wealthspan emphasizes ongoing personal contact and periodic portfolio review, and typically charges advisory fees as a percentage of assets under management that are billed monthly. Compared with many peers, Wealthspan recently disclosed the use of private funds for select clients and maintains an institutional platform relationship with a large custodian that provides software, trading support and other economic benefits — including financial support received when the firm launched and reimbursement assistance for client transfers. The advisor team includes multiple advanced professional credentials and at least one advisory person with a separate accounting practice and real estate interests, which the firm discloses as outside business activities.

To learn more about the advisors currently working at Wealthspan Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Wealthspan Partners, LLC's office locations.

Name	Location	Years of experience
Nile Mc Laughlin	Davenport, IA	2
Brian Ramsay	Davenport, IA	27
Mark Tholl	Davenport, IA	33
John Timmer	Davenport, IA	32
Cody Williams	Davenport, IA	10
Royce Woodley	Carmel, IN	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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