Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mendenall is an Investment Advisor Representative associated with Wealthspan Investment Management, LLC. Robert is registered with the state securities authorities of South Carolina and Texas. Robert's firm specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. The firm's services are available to a range of client types including high-net-worth individuals, individuals other than high-net-worth, and other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
08/07/2024 - Present
Wealthspan Investment Management, LLC (GRAND RAPIDS MI)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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