Brian Ramsay
Brian Ramsay is a registered investment advisor at Wealthspan Partners, LLC, based in Davenport, IA, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 526 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspan Partners charges a monthly fee based on the average daily value of your investments. The annual rate ranges from 0.25% to 1.50%, depending on the amount you invest, the complexity of your situation, and your overall relationship with Wealthspan. Fees may be negotiable.
Location
5025 Utica Ridge Rd, Suite 101, Davenport, IA, 52807
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Other Business Activities
Brian is an instructor at Blackhawk College for their College for Kids program since 2017. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wealthspan Partners, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.