Mark Tholl
Directeur en chef des Investissements chez Wealthspan Partners LLC
Profil
Mr. Mark D.
Tholl is a Senior Wealth Partner & Chief Investment Officer at Wealthspan Partners LLC.
He is passionate about building long term client relationships, and has worked with many clients for more than twenty years.
Those relationships are built upon trust, and his emphasis to work in the best interest of clients.
He began working as a Financial Advisor at IDS Financial Services in 1993, and enjoyed a career of 25 years with the firm, presently known as Ameriprise Financial.
He earned a Bachelors of Science degree in Finance from Illinois State University in 1992, and graduated Summa Cum Laude.
In 1997, he earned his CERTIFIED FINANCIAL PLANNER designation.
Postes actifs de Mark Tholl
| Sociétés | Poste | Début |
|---|---|---|
Wealthspan Partners LLC
 Wealthspan Partners LLC Investment ManagersFinance Wealthspan Partners LLC (Wealthspan) is an independent registered investment advisor headquartered in Davenport, Iowa. The firm was founded in 2018 and is owned and operated by Brian J. Ramsay and Mark D. Tholl. Wealthspan offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations and businesses. | Directeur en chef des Investissements | 01/09/2018 |
Formation de Mark Tholl
| Illinois State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wealthspan Partners LLC
Wealthspan Partners LLC Investment ManagersFinance Wealthspan Partners LLC (Wealthspan) is an independent registered investment advisor headquartered in Davenport, Iowa. The firm was founded in 2018 and is owned and operated by Brian J. Ramsay and Mark D. Tholl. Wealthspan offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations and businesses. | Finance |
