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CRD#: 8478
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

THURSTON SPRINGER FINANCIAL is located at 9000 Keystone Crossing Suite 700, Indianapolis, IN 46240 and was first established at Chicago, Indiana in 09/12/1980. After operating for 45 years, THURSTON SPRINGER FINANCIAL has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of THURSTON SPRINGER FINANCIAL’s clients are individuals and 0% of their clients are high net worth individuals. THURSTON SPRINGER FINANCIAL has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at THURSTON SPRINGER FINANCIAL are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access THURSTON SPRINGER FINANCIAL‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at THURSTON SPRINGER FINANCIAL. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for THURSTON SPRINGER FINANCIAL Comes From

Understanding the Statistics for THURSTON SPRINGER FINANCIAL and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
3

FIRM INFORMATION

Main Address
9000 Keystone Crossing Suite 700, Indianapolis, IN 46240
Mailing Address
9000 Keystone Crossing Suite 700, Indianapolis, IN 46240-2142
Firm Size
Small
Phone Number
(317) 581-4000
Established
Indiana since 09/12/1980
Firm Type
Corporation
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)Latest Form ADV
Part 2 Brochures

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FINANCIAL SERVICES HOLDINGS, LLCSOLE SHAREHOLDER
COKER, KAREN LE'ELLENCHIEF RISK OFFICER2731928
MUELLER, CHRISTOPHER BRIANCHIEF OPERATIONS OFFICER2098597
PARKER, RICHARD WILSONCEO5497397
REYNOLDS, MATTHEW MARKPRESIDENT / FINOP / PFO / POO/CCO4077413
RUDNICK, REGINA MARYHEAD OF ADVISOR SERVICES2373530
TAYLOR, CHRISTIAN GABRIELCHIEF COMPLIANCE OFFICER5462381
TITAK, JAMES JOHNCHAIRMAN OF THE BOARD1008441

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Advisor's working at THURSTON SPRINGER FINANCIAL

Wendy Ruth Sire

Wendy Ruth Sire

Wendy Ruth Shelton, Wendy Shelton, Wendy Ruth Shelton Sire, Wendy Shelton Sire
IAR
RR
CRD#: 1873064
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Great Falls, MT
Company:
THURSTON SPRINGER ADVISORS
Disclosures:
Experience:
37 years
View Profile
Brian Wesley Sullivan

Brian Wesley Sullivan

Brian Wesley Sullivan Mr.
IAR
RR
CRD#: 4835369
Location:
Mishawaka, IN 46545
Company:
THURSTON SPRINGER ADVISORS
Disclosures:
Experience:
21 years
View Profile
Edward Lee Patzer

Edward Lee Patzer

IAR
RR
CRD#: 716052
Location:
Mishawaka, IN 46545
Company:
THURSTON SPRINGER ADVISORS
Disclosures:
Experience:
45 years
View Profile
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