MP
Mitchell Patzer
THURSTON SPRINGER ADVISORS
Mishawaka, IN 46545
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CRD#: 5924352
MP
Professional summary
Mitchell Patzer, who also goes by Mitchell Edward Patzer, Mitchell Patzer, is a registered financial advisor currently at THURSTON SPRINGER ADVISORS located in Mishawaka, Indiana and THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. located in Mishawaka, Indiana.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Mitchell has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitchell Edward Patzer | Mitchell Patzer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Patzer'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
December 3, 2024 - Present
THURSTON SPRINGER ADVISORS
Office #1: 1736 E Day Road Ste 300, Mishawaka, IN 46545RIA
CRD#: 299201
Mishawaka, IN
Current
December 3, 2024 - Present
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Office #1: 1736 E. Day Road Suite 100, Mishawaka, IN 46545BD
CRD#: 8478
MISHAWAKA, IN
Past
November 1, 2022 - December 17, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
MISHAWAKA, IN
Past
October 28, 2022 - December 17, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
MISHAWAKA, IN
Past
June 26, 2019 - October 6, 2022
VICTORY CAPITAL MANAGEMENT INC.
RIA
CRD#: 106189
Greenwood Village, CO
Past
June 26, 2019 - October 6, 2022
VICTORY CAPITAL SERVICES, INC.
BD
CRD#: 37059
Greenwood Village, CO
Past
July 12, 2018 - June 3, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
CENTENNIAL, CO
Past
January 29, 2018 - July 20, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
MISHAWAKA, IN
Past
December 21, 2017 - July 20, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
MISHAWAKA, IN
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
Alabama(12/19/2024)
RR
Arizona(12/3/2024)
RR
California(12/3/2024)
RR
Colorado(12/3/2024)
RR
Connecticut(12/3/2024)
RR
Florida(12/3/2024)
RR
Hawaii(12/3/2024)
RR
Idaho(12/3/2024)
RR
Illinois(12/3/2024)
RR
Indiana(12/3/2024)
IAR
Indiana(12/3/2024)
RR
Iowa(12/3/2024)
RR
Maryland(12/3/2024)
RR
Michigan(12/3/2024)
RR
Minnesota(12/3/2024)
RR
Mississippi(12/3/2024)
RR
Missouri(12/3/2024)
RR
Montana(12/3/2024)
RR
Nebraska(12/3/2024)
RR
Nevada(12/3/2024)
RR
New Mexico(12/3/2024)
RR
New York(12/3/2024)
RR
North Carolina(12/3/2024)
RR
Ohio(12/3/2024)
RR
Pennsylvania(12/3/2024)
RR
Rhode Island(12/3/2024)
RR
South Carolina(12/3/2024)
RR
Texas(12/3/2024)
IAR
Texas(12/3/2024)
RR
Vermont(12/3/2024)
RR
Virginia(12/3/2024)
RR
Washington(12/3/2024)
RR
Wisconsin(12/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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.
Company Information
THURSTON SPRINGER ADVISORS
CRD#: 299201Mishawaka, IN 46545TRUST BUT VERIFY
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