Brian J. Ramsay

WEALTHSPAN PARTNERS

Davenport, IA 52807

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CRD#: 4014246

Professional summary

Brian James Ramsay, CFP®, CIMA®, CPWA® is a registered financial advisor currently at WEALTHSPAN PARTNERS, LLC located in Davenport, Iowa.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

Outside Business Activities; Blackhawk College; Instructor; College for Kids Instructor; East Moline, IL 61244; Not Investment Related; July 2017; 0-9 hours per month; 1-9 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian James Ramsay'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: 2004

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-04-06

Expire date: 2024-10-31

Experience

Current

September 21, 2018 - Present

WEALTHSPAN PARTNERS, LLC

Office #1: 5025 Utica Ridge Rd Suite 101, Davenport, IA 52807

RIA

CRD#: 297712

Davenport, IA

Past

January 26, 2000 - September 24, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DAVENPORT, IA

Past

September 15, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 15, 1999 - September 24, 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

Iowa
(9/21/2018)

IAR

Texas
(4/3/2019)

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

IAR

Series 66

Date: 1/24/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/1999

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.

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Brian J. Ramsay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian James Ramsay's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPAN PARTNERS, LLC

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 66

Date: 1/24/2000

SIE

Date: 9/24/2018

Series 7

Date: 9/14/1999

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

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