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Craig P. Conser

THURSTON SPRINGER ADVISORS
Tyler, TX 75701
Some features on this profile are disabled
CRD#: 3142534
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Professional summary


Craig Peters Conser, who also goes by Craig P Conser, Craig Peters Conser, is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Tyler, Texas and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. located in Tyler, Texas.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Craig has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Craig P Conser | Craig Peters Conser

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.
TYLER TCM INVESTMENT DBA TRINITY CAPITAL MANAGEMENT, INVT RELATED, TYLER, TX, 25% OWNERSHIP, START DATE 10/1/2011, 160 HRS PER MONTH, 8 HRS DURING TRADING, FOR FINET PRACTICE. TRINITY CAPITAL MANAGEMENT, LLC, INVT RELATED, TYLER, TX, 25% OWNERSHIP, START DATE 4/26/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. TY13 PARTNERSHIP, INVT RELATED, TYLER, TX, 50% OWNERSHIP, START DATE 1/2/2024, 10 HRS PER MONTH, 10 HRS DURING TRADING, FOR FINET PRACTICE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Craig Peters Conser's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 17, 2025 - Present

THURSTON SPRINGER ADVISORS

Office #1: 821 Ese Loop 328 Ste 110, Tyler, TX 75701
RIA
CRD#: 299201
Tyler, TX
Current

October 17, 2025 - Present

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Office #1: 821 Ese Loop 328 Ste 110, Tyler, TX 75701
BD
CRD#: 8478
Tyler, TX
Past

October 14, 2011 - October 27, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
TYLER, TX
Past

October 14, 2011 - October 27, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
TYLER, TX
Past

May 28, 2004 - October 20, 2011

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
TYLER, TX
Past

May 28, 2004 - October 20, 2011

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
TYLER, TX
Past

February 18, 1999 - June 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TYLER, TX
Past

February 12, 1999 - June 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
California
(10/17/2025)
RR
Connecticut
(10/17/2025)
RR
Illinois
(10/17/2025)
RR
Louisiana
(10/17/2025)
RR
Maryland
(10/17/2025)
RR
Missouri
(10/17/2025)
RR
North Carolina
(10/17/2025)
RR
South Carolina
(10/17/2025)
RR
Tennessee
(10/17/2025)
RR
Texas
(10/17/2025)
IAR
Texas
(10/17/2025)
RR
Utah
(10/17/2025)
RR
Virginia
(10/17/2025)
RR
Wyoming
(10/17/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/26/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/27/2004
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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
Registered Investment Advisory firm - (11/2/2018 Approved)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TSA_ADV2A_(FINAL 9.14.25) (10/14/2025)

Regulatory assets under management


Total Number of Accounts6,759
AUM (Assets Under Management)$ 3,675,305,852

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
05/21/2025
Cover Page
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.

Company Information


THURSTON SPRINGER ADVISORS

CRD#: 299201Tyler, TX 75701

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