Wealthspan Partners LLC
Legal Name: WEALTHSPAN PARTNERS, LLC
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Wealthspan Partners LLC is legally known as WEALTHSPAN PARTNERS, LLC. It is an IA Limited Liability Company. This firm has 4 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 7, 2018.
Wealthspan Partners - Home — Wealthspan Partners
Wealthspan Partners was formed as a fee-only investment management firm with a focus on delivering a truly exceptional client experience. We take great pride in being readily available to our clients and providing superior customer service. Financial plans and investment portfolios are tailored spec…
Direct Owners
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BRIAN JAMES RAMSAY
SENIOR WEALTH PARTNER AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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MARK DONALD THOLL
SENIOR WEALTH PARTNER owns more than 50% but less than 75%