RM
Robert A. Mendenall
WEALTHSPAN INVESTMENT MANAGEMENT
Lexington, SC 29072
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CRD#: 6569067
RM
Professional summary
Robert Anthony Mendenall is a registered financial advisor currently at WEALTHSPAN INVESTMENT MANAGEMENT, LLC located in Lexington, South Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 3 firms and has passed the Series 65 exam.
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.
The College Funding Center of SC, LLC; Investment-related; 127 Library Hill Lane, Suite A, Lexington, SC 29072; College admissions and financial aid consulting. Also an insurance agency; President/Owner; Personally licensed in 2000, agency licensed 11/10/2005, LLC formed 10/21/2005; Approximately 60 hours per week, 35 during trading hours; Independently provide college admissions and financial aid consulting in addition to selling life insurance and fixed annuities.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony Mendenall's 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®
NoneExperience
Current
August 7, 2024 - Present
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Office #1: 127 Library Hill Lane, Suite A, Lexington, SC 29072RIA
CRD#: 309553
Lexington, SC
Past
March 5, 2021 - December 31, 2021
BROOKSTONE ASSET MANAGEMENT, LLC
RIA
CRD#: 153467
RALEIGH, NC
Past
October 14, 2015 - August 7, 2024
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Lexington, SC
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".
WI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553 / SEC#: 801-129988
RIA
Registered Investment Advisory firm - (6/13/2024 Approved)Illinois
Registered Investment Advisory firm - (10/29/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (10/31/2024 Terminated)Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/30/2024 Terminated)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
South Carolina(8/7/2024)
IAR
Texas(8/7/2024)
Current Firm
WI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553 / SEC#: 801-129988
RIA
Registered Investment Advisory firm - (6/13/2024 Approved)Illinois
Registered Investment Advisory firm - (10/29/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (10/31/2024 Terminated)Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4981 Cascade Road, Suite C, Grand Rapids, MI 49546
Mailing Address
5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512
Phone number
(616) 655-1696
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 78,970,252 |
Red Flags
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Company Information
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553Lexington, SC 29072TRUST BUT VERIFY
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