Mark Tholl

Mark Tholl

Direttore degli Investimenti presso Wealthspan Partners LLC

Finance
Consumer Services

Profilo

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.

Posizioni attive di Mark Tholl

SocietàPosizioneInizio
Direttore degli Investimenti 01/09/2018
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Formazione di Mark Tholl

Illinois State University Undergraduate Degree

Esperienze
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Aziende private

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Relazioni

35

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2

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Donna

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Finance

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