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Nile C Mclaughlin

WEALTHSPAN PARTNERS
DAVENPORT, IA
·CRD# 7442967·2 years registered

Professional Summary

Nile C Mclaughlin, who also goes by Nile Charles Mclaughlin, is a registered financial advisor currently at WEALTHSPAN PARTNERS, LLC located in Davenport, Iowa. Nile is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nile has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nile Charles Mclaughlin

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years registered in the securities industry

Current & Past Employments

Current

WEALTHSPAN PARTNERS, LLCCurrent·CRD# 297712
RIA
5025 Utica Ridge Rd Suite 101, Davenport, IA 52807
February 27, 2026 - Present

Past

PRINCIPAL SECURITIES, INC.Past·CRD# 1137
RIA
West Des Moines, IA
August 23, 2024 - March 3, 2026
PRINCIPAL SECURITIES, INC.Past·CRD# 1137
BD
West Des Moines, IA
June 27, 2024 - March 3, 2026

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Current Firm

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WEALTHSPAN PARTNERS, LLC

WEALTHSPAN PARTNERS, LLC

CRD#: 297712 / SEC#: 801-113832
RIA
Registered Investment Advisory firm - SEC (9/7/2018 Approved)

Contact Information

Main Address

5025 Utica Ridge Rd Suite 101, Davenport, IA 52807

Phone Number

(563) 723-7301

# of Employees

6

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHSPAN DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,610

AUM (Assets Under Management)

$451,119,416

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) Licensed insurance agent; Investment-related; Same address; No activity conducted; 0% of time during the month.

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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".
WP
WEALTHSPAN PARTNERS, LLC

WEALTHSPAN PARTNERS, LLC

CRD#: 297712 / SEC#: 801-113832
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Iowa
(2/27/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2024About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Nile C Mclaughlin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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