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COMPANY PROFILE

Founded by industry veterans with a proven track record, Wealthspan Investment Management brings decades of investment advisory expertise to the table. Many years of our experience were spent training financial advisors on how to better serve their clients. When we decided to use our skills to help clients ourselves, the experience serving as advisors to advisors shaped Wealthspan into an exceptional client-centric firm, where meaningful conversations lead to conflict-free solutions with no proprietary products or costly technology fees, so we can focus on what matters most:

serving our clients and helping them thrive.

Experienced Financial Expert Advisors

23+

Years

Experience

0

Proprietary

Investments

$0

Technology

Fees

3

Experienced

Partners

the team

OUR LEADERSHIP TEAM

Our leadership team consists of respected industry experts known for their integrity, honesty, and unwavering commitment to exceptional client service.

Jeff Stukey

Jeff Stukey

President

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Cortnie Pannill

Cortnie Pannill
VP of Operations

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Jade Rossback

Jade Rossback
VP of Advisor Success

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5030 Corporate Exchange Blvd SE, Suite 201, Grand Rapids, MI 49512       support@wealthspanim.com  |   (616) 655-1691

The information presented is for educational purposes only and does not intend to make an offer or solicitation to sell or purchase securities. Wealthspan Investment Management, LLC's website and associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance indicates future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

CRD# 309553 / SEC# 801-129988

Required Disclosures

© 2025 by Wealthspan Investment Management, LLC

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