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Senior Wealth Partner and Chief Investment Officer · Wealthspan Partners, LLC

Mark D. Tholl

CRD 2290346 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthspan Partners, LLC, an SEC-registered wealth manager based in Davenport, IA with $451 million in regulatory assets, lists Mark D. Tholl on its Form ADV as Senior Wealth Partner and Chief Investment Officer, a control person.

Firms and roles

  • Wealthspan Partners, LLCSenior Wealth Partner and Chief Investment OfficerWealth manager · Davenport, IA · $451M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian J. RamsaySenior Wealth Partner and Chief Compliance Officer, Wealthspan Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.