Mark D. Tholl

WEALTHSPAN PARTNERS

BRADENTON, FL 34211

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CRD#: 2290346

Professional summary

Mark Donald Tholl, CFP® is a registered financial advisor currently at WEALTHSPAN PARTNERS, LLC located in Bradenton, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Mark has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Donald Tholl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

September 21, 2018 - Present

WEALTHSPAN PARTNERS, LLC

Office #1: 4856 Boston Common Glen, Bradenton, FL 34211

RIA

CRD#: 297712

BRADENTON, FL

Past

December 4, 1997 - September 27, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DAVENPORT, IA

Past

February 8, 1993 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 8, 1993 - September 27, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

DAVENPORT, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHSPAN PARTNERS, LLC

CRD#: 297712 / SEC#: 801-113832

RIA

Registered Investment Advisory firm - (9/7/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/15/2018)

IAR

Iowa
(9/21/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/12/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/1993

General Securities Representative Examination

Current Firm

WEALTHSPAN PARTNERS, LLC

CRD#: 297712 / SEC#: 801-113832

RIA

Registered Investment Advisory firm - (9/7/2018 Approved)

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Contact information

Main Address

5025 Utica Ridge Rd Suite 101, Davenport, IA 52807

Mailing Address

Phone number

(563) 723-7301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHSPAN DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/1/2025)

Regulatory assets under management

Total Number of Accounts	1,518
AUM (Assets Under Management)	$ 378,789,093

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Mark D. Tholl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Donald Tholl's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WEALTHSPAN PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/12/1993

SIE

Date: 9/27/2018

Series 7

Date: 2/4/1993

Current Firm

WEALTHSPAN PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHSPAN PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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