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NM

Nile C. Mclaughlin

WEALTHSPAN PARTNERS
Davenport, IA 52807
Some features on this profile are disabled
CRD#: 7442967
NM

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nile Charles Mclaughlin

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 Nile C Mclaughlin'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®
None

Experience

Current

February 27, 2026 - Present

WEALTHSPAN PARTNERS, LLC

Office #1: 5025 Utica Ridge Rd Suite 101, Davenport, IA 52807
RIA
CRD#: 297712
Davenport, IA
Past

August 23, 2024 - March 3, 2026

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
West Des Moines, IA
Past

June 27, 2024 - March 3, 2026

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
West Des Moines, 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".
WP
WEALTHSPAN PARTNERS, LLC
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
(2/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/10/2024
Securities Industry Essentials Examination

Current Firm

WP
WEALTHSPAN PARTNERS, LLC
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
5

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHSPAN DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (12/19/2025)

Regulatory assets under management

Total Number of Accounts1,518
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.

Company Information

WEALTHSPAN PARTNERS, LLC

CRD#: 297712Davenport, IA 52807

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