NM
NM

Nile Mclaughlin

1 Year of Experience
Davenport, IA
Sells Insurance

Nile Mclaughlin is a registered investment advisor at Wealthspan Partners, LLC, based in Davenport, IA, with 1 years of industry experience. Nile operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 526 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
526 clients
Average Client Portfolio
$858K average
Assets Under Management
$451.1M

Fee Structure

Planning is included in investment management (also available separately)

Wealthspan Partners charges a monthly fee based on the average daily value of your investments. The annual rate ranges from 0.25% to 1.50%, depending on the amount you invest, the complexity of your situation, and your overall relationship with Wealthspan. Fees may be negotiable.

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Location

5025 Utica Ridge Rd, Suite 101, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nile is a registered representative selling fixed insurance products including life, disability, annuities, long-term care, Medicare supplements, and group benefits. This investment-related activity takes about half of his time.

Employment History
Current Registrations
Wealthspan Partners, LLC
February 2026 - Present · 2 mos
Previous Registrations
Principal Securities, INC.
August 2024 - March 2026 · 1 yr 7 mos
Principal Securities, INC.Broker
June 2024 - March 2026 · 1 yr 9 mos
State Registrations1 state
IA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.