Mark Tholl has been Senior Wealth Partner and Chief Investment Officer of Wealthspan Partners since March 2024, is a control person of the firm and directly owns between 50% and 75% of it. Mark Tholl holds a Bachelor of Science in Finance from Illinois State University.
Wealthspan Partners, LLC is a Davenport, IA firm with $451M under management, 526 clients and 5 advisers across 4 offices, as of its March 2026 filing.
Mark Tholl is Co-Founder, Senior Wealth Partner + Chief Investment Officer of Wealthspan Partners, LLC. He began working as a Financial Advisor at IDS Financial Services in 1993 and spent 25 years with the firm, presently known as Ameriprise Financial. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 1997.
Mark Tholl’s longest registration was 20 years at Ameriprise Financial Services, Inc. (1997–2018). Before joining Wealthspan Partners in 2018, Mark Tholl was registered through Ameriprise Financial Services, Inc.
- Wealthspan Partners, LLCCurrent– present · 8 yearsBradenton, FL · Adviser representative · Firm CRD 297712
- Ameriprise Financial Services, Inc.– · 20 yearsDavenport, IA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Wealthspan Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mark Tholl is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Florida, in October 2018.
- FloridaSince 15 October 2018
- IowaSince 21 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 12 February 1993 |
| Series 7 | General Securities Representative Examination | 4 February 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Donald Tholl
- CRD
- 2290346
- Firm
- Wealthspan Partners · CRD 297712
- Role
- Senior Wealth Partner and Chief Investment Officer
- Office
- 4856 BOSTON COMMON GLEN, Bradenton, FL 34211
- Registration
- Investment adviser registration
- In the industry since
- February 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthspanpartners.com
Where does Mark Tholl work?
Mark Tholl has been Senior Wealth Partner and Chief Investment Officer of Wealthspan Partners, LLC since March 2024, and is a control person of the firm.
Is Mark Tholl a financial advisor?
Yes. Mark Tholl has a current investment-adviser registration in Florida and Iowa, through Wealthspan Partners since September 2018.
How many years of experience does Mark Tholl have?
Mark Tholl has 33 years in the financial industry, since February 1993, across 2 adviser firms.
What exams has Mark Tholl passed?
Mark Tholl has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 1993. FINRA credited Mark Tholl with the SIE, which began in October 2018.
Where is Mark Tholl based?
Mark Tholl’s registered office is in Bradenton, FL.
Is Mark Tholl registered with FINRA?
No. Mark Tholl has no current broker registration.
Is Mark Tholl a CFP?
Wealthspan Partners lists Mark Tholl with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mark Tholl’s record?
Search CRD 2290346 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Tholl’s full registration record.
