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Financial ADVSR advisor directory · SEC adviser records

Wealthspan Partners, LLC financial advisors in Davenport, IA

Every SEC-registered investment adviser representative at a Wealthspan Partners, LLC office in Davenport, A to Z.

The short answer

4 registered advisors work at Wealthspan Partners, LLC in Davenport, out of 5 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Wealthspan Partners, LLC advisors in Davenport, A to Z

Every Wealthspan Partners, LLC advisor →

Wealthspan Partners, LLC advisors in every city and state →Wealthspan Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Wealthspan Partners, LLC advisors in other cities

Carmel, IN 1

Other firms in Davenport

All Davenport advisors →

Morgan Stanley 29Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Ameriprise Financial Services, LLC 11Edward Jones 10LPL Financial LLC 8Quad-Cities Investment Group, LLC 6Wells Fargo Clearing Services, LLC 6Abundance Financial Coaching, LLC 5Ausdal Financial Partners, Inc. 5State Farm Investment Management Corp. 5Thrivent Investment Management Inc. 5Mwa Financial Services Inc. 4

Questions

How many financial advisors does Wealthspan Partners, LLC have in Davenport?

4 investment adviser representatives are registered at Wealthspan Partners, LLC offices in Davenport, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Wealthspan Partners, LLC one of the largest advisor employers in Davenport?

Wealthspan Partners, LLC ranks number 14 in Davenport by registered advisors; Morgan Stanley has the most, with 29.

How do I check a Wealthspan Partners, LLC advisor in Davenport?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealthspan Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.