MD
Mark W. Damer
THURSTON SPRINGER ADVISORS
Indianapolis, IN 46240
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CRD#: 1787015
MD
Professional summary
Mark William Damer, who also goes by Mark W Damer, is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Indianapolis, Indiana and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. located in Indianapolis, Indiana.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Mark has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 53 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark W Damer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Damer Wealth Management, Owner, Investment-Related, 9000 Keystone Crossing, Suite 700, Indianapolis, IN, 46240, all activity during market hours. 2) Thurston Springer Insurance, Agent, sales of life and health insurance policies, 9000 Keystone Crossing, Suite 700, Indianapolis, IN, 46240, all activity during market hours. 3) Board Member, Carmel Clay Historical Society, Non-Profit, No compensation, no fiduciary responsibilities. No activity during working hours.
CRS (Client Relationship Summary) - RIA
Click below to view Mark William Damer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 26, 2020 - Present
THURSTON SPRINGER ADVISORS
Office #1: 9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240RIA
CRD#: 299201
Indianapolis, IN
Current
July 8, 2019 - Present
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Office #1: 9000 Keystone Crossing Suite 700, Indianapolis, IN 46240BD
CRD#: 8478
Indianapolis, IN
Past
July 8, 2019 - November 23, 2020
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
RIA
CRD#: 8478
INDIANAPOLIS, IN
Past
August 11, 2015 - July 3, 2019
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
CHICAGO, IL
Past
May 11, 2007 - August 11, 2015
SANCTUARY SECURITIES, INC.
RIA
CRD#: 205
INDIANAPOLIS, IN
Past
May 11, 2007 - July 2, 2019
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
INDIANAPOLIS, IN
Past
April 2, 2007 - May 9, 2007
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
PURCHASE, NY
Past
April 2, 2007 - May 9, 2007
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
PURCHASE, NY
Past
December 12, 2001 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
PURCHASE, NY
Past
November 19, 2001 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
April 11, 1989 - November 27, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
April 11, 1988 - April 24, 1989
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Past
January 20, 1988 - April 11, 1988
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(4/7/2021)
RR
Georgia(11/29/2023)
RR
Illinois(8/27/2019)
RR
Indiana(7/8/2019)
IAR
Indiana(8/26/2020)
RR
Minnesota(10/8/2024)
RR
Nevada(12/26/2023)
RR
New Hampshire(11/28/2023)
RR
New York(7/8/2019)
RR
Ohio(7/24/2019)
RR
Pennsylvania(11/30/2023)
RR
South Carolina(4/13/2021)
RR
Washington(7/8/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/21/1994
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
TS
THURSTON SPRINGER ADVISORS
ADAMS COUNTY FINANCIAL RESOURCES | WESLEY BATES WEALTH MANAGEMENT | THURSTON SPRINGER RETIREMENT SERVICES | THURSTON SPRINGER FINANCIAL | THURSTON SPRINGER ADVISORS, LLC | THURSTON SPRINGER ADVISORS | THORSON TAX & FINANCIAL | THE BARTHEL AGENCY | TARGETED RETIREMENT STRATEGIES | T.S. PHILLIPS | SPRAWLS FINANCIAL | RETIREMENT AND ESTATE PLANNING SERVICES | ONTRACK CAPITAL MANAGEMENT | NORTH STAR FINANCIAL | LAVELLE FINANCIAL | JKS INVESTMENT MANAGEMENT OF THURSTON SPRINGER | J. SIMON & COMPANY | INVESTMENT STRATEGIES | INTEGRITY WEALTH SOLUTIONS | HOLCOMB WEALTH MANAGEMENT | FRATARCANGELI WEALTH MANAGEMENT | DAMER WEALTH MANAGEMENT | CONSERVATION WEALTH MANAGEMENT | COHEN CAPITAL MANAGEMENT | CHIDDISTER FINANCIAL ASSOCIATES | CERULEAN CAPITAL MANAGEMENT, LLC | BCT FINANCIAL | BALDASSARI ADVISORY | ASCEND WEALTH | AP CAPITAL MANAGEMENT | AMERICAN PENSION ADVISORS | ALPHA POINTE CAPITAL
CRD#: 299201 / SEC#: 801-114256
RIA
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Contact information
Main Address
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 581-4000
Established
Firm type
Fiscal year end
# of Employees
93
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,759 |
| AUM (Assets Under Management) | $ 3,675,305,852 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/21/2025 | ||
| 02/28/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
