Investment adviser representative · Wealth Span Capital Management
Tristan G. Cox
CRD 6266881 · Northfield, MN
At a glance
Tristan G. Cox is an investment adviser representative with Wealth Span Capital Management in Northfield, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tristan’s SEC record dates to 2013, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Wealth Span Capital ManagementSince May 2016Northfield, MN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tristan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Wealth Span Capital Management
Every advisor at Wealth Span Capital Management →Advisor Moves: who changed firms this week →