Wealthspan Partners, LLC, based out of Davenport, IA, is a highly regarded investment advisory firm providing exceptional services to their clients. With a team of three dedicated professionals, Wealthspan Partners specializes in delivering comprehensive investment advice to individuals seeking to grow and preserve their wealth.
The firm's investment advisors possess extensive industry knowledge and expertise, resulting in an impressive average of approximately $509,730,000 in assets under management per advisor. This figure significantly surpasses the industry average, demonstrating their ability to handle substantial portfolios...
See more
Loading...
Assets Under Mgmt
$224.53M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.