Mark Donald Tholl
Investment adviser representative at Wealthspan Partners, LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$451.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Wealthspan Partners, LLCSep 2018 to now
- Ameriprise Financial Services, Inc.Aug 1992 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (FL, IA).
Wealthspan Partners, LLC
$451.1MAssets managed
526Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2290346
- Firm CRD
- 297712