Brian
Ramsay
Wealthspan Partners, LLC
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About this Advisor
Brian Ramsay is a financial advisor who works in Davenport, Iowa who has 5 years of industry experience. Ramsay works at Wealthspan Partners, LLC. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc and Wealthspan Partners, LLC. Ramsay holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Iowa and Texas. Wealthspan Partners, LLC is a financial advisory business based out of Davenport, IA. The investment advisory business has just three people on staff. It has $225 million in total assets between its 1,111 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,111 customer accounts, 29% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on the type of services provided. Fee types billed by Wealthspan Partners, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspan Partners, LLC Brokerage Details
$224,532,347
3
1,111
$202,099
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Ramsay Work History
Brian has been registered as a financial advisor for 5 years.*
Wealthspan Partners, LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Ramsay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspan Partners, LLC
Davenport, IA
Davenport, IA
Davenport, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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