Unclaimed Profile

James John Titak

THURSTON SPRINGER ADVISORS, LLC·INDIANAPOLIS, Indiana

SIE, Series 5, Series 7, Series 24, Series 63, Series 99TOClean record27 years registeredTHURSTON SPRINGER ADVISORS, LLC

9000 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240CRD# 1008441Firm CRD# 299201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James John Titak · INDIANAPOLIS, IN

Registration

CRD #1008441 · THURSTON SPRINGER ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

THURSTON SPRINGER ADVISORS

Aug 2020 – present

THURSTON SPRINGER FINANCIAL

Oct 1998 – Jul 2021

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · October 14, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THURSTON SPRINGER ADVISORS, LLC

CRD 299201 · SEC 801-114256

AUM

$4.0B

Regulatory assets under management

Employees

4,342 client accounts

Services offered by THURSTON SPRINGER ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THURSTON SPRINGER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James John Titak offer?

James John Titak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are James John Titak's credentials?

James John Titak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James John Titak located?

James John Titak is based in INDIANAPOLIS, Indiana, working with THURSTON SPRINGER ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does James John Titak charge for services?

James John Titak's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THURSTON SPRINGER ADVISORS, LLC?

THURSTON SPRINGER ADVISORS, LLC has approximately 68 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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