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Nile C Mclaughlin

Investment adviser representative at Wealthspan Partners, LLC
13 yearsExperience
1 stateRegistered in
$451.1MFirm assets
8 yearsFirm in business

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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

13 years in the industry.

  1. Wealthspan Partners, LLCFeb 2026 to now
  2. Principal Life Insurance CompanyMar 2024 to Feb 2026
  3. Principal Securities, Inc.Mar 2024 to Feb 2026
  4. Group Benefit PartnersSep 2021 to Feb 2022
  5. Wartburg CollegeAug 2019 to Jan 2024
  6. North Scott High SchoolAug 2013 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (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
7442967
Firm CRD
297712
Advisor's SEC record (opens in a new tab)
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