WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Tel: 616-655-1696 4981 Cascade Road, Suite C Grand Rapids, Michigan 49546
About WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC is a Grand Rapids, Michigan based financial advisory firm with nearly $7,223,464 in assets under management and provides investment advisory services for 39 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
309553
Firm SEC#:
801-129988
Assets Under Management:
$7,223,464
No. of Clients:
39
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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