Edward L. Patzer
THURSTON SPRINGER ADVISORS | Managing Principal
Mishawaka, IN 46545
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CRD#: 716052
Professional summary
Edward Lee 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.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Edward has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.
Biography
With over 40 years of experience in financial services, Ed has been dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Ed has cultivated a distinct investment approach through long-time, multi-generational relationships with clients. As a financial advisor, Ed is prepared to assist with investment planning, retirement planning, estate planning strategies, and 401(k) options. Through his extensive experience - throughout major shifts in the markets - enables him to help clients maintain structured and balanced portfolios to address their specific financial goals.
Ed started his financial career with Paine Webber and opened the A.G. Edwards South Bend Branch in 1988, a predecessor company of Wells Fargo Advisors. In 2013, Ed separated the Patzer Group from Wells Fargo Advisors and moved to the Wells Fargo Advisors Financial Network to help shift his entire effort to serving the individual needs of clients. He looks forward to helping clients meet their financial goals for many years to come. With the Patzer Group, Ed has been recognized as a Premier Advisor from 2009-2021, a distinction held by a select group of Financial Advisors within Wells Fargo Advisor Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. He has also been recognized as a 2021 Forbes Best-in-State Wealth Advisors for the state of Indiana.
Ed earned a Bachelor of Science degree in Accounting from Grand Valley State University. In addition to applicable securities registrations, Ed holds an Accredited Asset Management Specialist (AAMS) certification.
To help ensure local youth have adequate access to sports, Ed started and runs a not-for-profit project, the Edwardsburg Sports Complex, that ensures youth sports leagues have state of the art facilities to play at now and well into the future. He also acts as the president of the Edwardsburg Presbyterian Church Foundation. When Ed is not in the office, you can find him out on the golf course or with wife Patty, his son Mitchell, his daughter Bridget, and his granddaughter Brinley.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Loans/credit services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1K
Are you a "fiduciary"?
Yes
Aliases
None
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.
TRUSTEE FOR FINET PRACTICE 401K PLAN FBO EMPLOYEE; INV RELATED; START DATE 4/25/2014; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K PLAN FBO SELF; INV RELATED; START DATE 4/25/2014; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K PLAN FBO EMPLOYEE; INV RELATED; START DATE 4/25/2014; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K PLAN FBO EMPLOYEE; INV RELATED; START DATE 8/25/2015; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K PLAN FBO EMPLOYEE; INV RELATED; START DATE 1/2019; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K PLAN FBO EMPLOYEE; INV RELATED; START DATE 6/2018; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K PLAN FBO EMPLOYEE; INV RELATED; START DATE 6/16/2022; 1 HR PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FINET PRACTICE 401K PLAN FBO EMPLOYEE; INV RELATED; START 11/1/2022; ZERO HOURS PER MONTH; ZERO HOURS DURING TRADING. THE PATZER GROUP LLC DBA THE PATZER GROUP WEALTH MANAGEMENT; INV RELATED; MISHAWAKA, IN; 100% OWNERSHIP; START DATE 11/22/2013; 250 HOURS PER MONTH; 250 DURING TRADING; FINET PRACTICE.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Lee 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 6, 2024 - Present
THURSTON SPRINGER ADVISORS
Office #1: 1736 E Day Road Ste 300, Mishawaka, IN 46545RIA
CRD#: 299201
Mishawaka, IN
Current
December 6, 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 25, 2013 - December 17, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
MISHAWAKA, IN
Past
November 22, 2013 - December 17, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
MISHAWAKA, IN
Past
January 1, 2008 - November 22, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MISHAWAKA, IN
Past
January 1, 2008 - November 22, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MISHAWAKA, IN
Past
December 30, 1998 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
MISHAWAKA, IN
Past
June 16, 1988 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
MISHAWAKA, IN
Past
September 25, 1980 - June 28, 1988
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
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(12/6/2024)
RR
California(12/6/2024)
RR
Colorado(12/6/2024)
RR
Connecticut(12/6/2024)
RR
Florida(12/6/2024)
RR
Hawaii(12/13/2024)
RR
Idaho(12/6/2024)
RR
Illinois(12/16/2024)
IAR
Indiana(12/6/2024)
RR
Indiana(12/13/2024)
RR
Iowa(12/6/2024)
RR
Maryland(12/6/2024)
RR
Michigan(12/6/2024)
RR
Minnesota(12/19/2024)
RR
Mississippi(12/6/2024)
RR
Missouri(12/6/2024)
RR
Montana(12/10/2024)
RR
Nebraska(12/6/2024)
RR
Nevada(12/6/2024)
RR
New Mexico(12/6/2024)
RR
New York(12/6/2024)
RR
North Carolina(12/6/2024)
RR
Ohio(12/6/2024)
RR
Pennsylvania(12/6/2024)
RR
Rhode Island(12/18/2024)
RR
South Carolina(12/6/2024)
RR
Texas(12/6/2024)
IAR
Texas(12/6/2024)
RR
Vermont(12/6/2024)
RR
Virginia(12/6/2024)
RR
Washington(12/6/2024)
RR
Wisconsin(12/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/26/1988
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.
Company Information
THURSTON SPRINGER ADVISORS
Managing PrincipalCRD#: 299201Mishawaka, IN 46545TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
