Wendy R. Sire
THURSTON SPRINGER ADVISORS
Great Falls, MT
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CRD#: 1873064
Professional summary
Wendy Ruth Sire, CFP®, CIMA®, who also goes by Wendy Ruth Shelton, Wendy Shelton, Wendy Ruth Shelton Sire, Wendy Shelton Sire, is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Great Falls, Montana and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. located in Indianapolis, Indiana.
Wendy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Wendy has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 8 exams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Wendy Ruth Shelton | Wendy Shelton | Wendy Ruth Shelton Sire | Wendy Shelton Sire
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.
WHISPERING RIDGE WEALTH MANAGEMENT LLC, INV RELATED, GREAT FALLS, MT, 100% OWNERSHIP, START 8/9/2022, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. DBA Buchanan Wealth Management of Trinity Capital
CRS (Client Relationship Summary) - RIA
Click below to view Wendy Ruth Sire'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®
CFP®
Start date: 2001
Experience
Current
October 17, 2025 - Present
THURSTON SPRINGER ADVISORS
RIA
CRD#: 299201
Great Falls, MT
Current
October 17, 2025 - Present
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Office #1: 9000 Keystone Crossing Suite 700, Indianapolis, IN 46240BD
CRD#: 8478
Indianapolis, IN
Past
January 23, 2023 - October 29, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
GREAT FALLS, MT
Past
January 23, 2023 - October 29, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
GREAT FALLS, MT
Past
May 29, 2008 - February 14, 2023
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
GREAT FALLS, MT
Past
May 29, 2008 - January 23, 2023
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
GREAT FALLS, MT
Past
March 2, 1998 - June 10, 2008
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
GREAT FALLS, MT
Past
August 21, 1996 - June 10, 2008
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
GREAT FALLS, MT
Past
November 25, 1994 - March 2, 1998
DAIN RAUSCHER INCORPORATED
BD
CRD#: 7600
Past
September 20, 1988 - December 6, 1994
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
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
Alaska(10/17/2025)
RR
Arizona(10/17/2025)
RR
California(10/17/2025)
RR
Colorado(10/17/2025)
RR
Florida(10/17/2025)
RR
Idaho(10/17/2025)
RR
Iowa(10/17/2025)
RR
Kansas(10/17/2025)
RR
Missouri(10/17/2025)
IAR
Montana(10/17/2025)
RR
Montana(10/20/2025)
RR
New York(10/17/2025)
RR
Oregon(10/17/2025)
RR
Texas(10/17/2025)
IAR
Texas(10/17/2025)
RR
Utah(10/17/2025)
RR
Washington(10/17/2025)
IAR
Washington(10/17/2025)
RR
Wyoming(10/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/4/1997
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.
