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David Bruce Behrmann

Thurston Springer Advisors

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About David Bruce Behrmann

David Behrmann is an investment advisor representative with Thurston Springer Advisors, a firm that provides financial planning, portfolio management for businesses and individuals, and educational seminars. David has been in the financial industry since 1987 and has worked with various firms, including Signator Investors, Inc. and Transamerica Financial Advisors, Inc. David has a broad range of experience and has specialized in helping high-net-worth individuals and families, charitable organizations, corporations, and other businesses. David holds a Series 7, Series 63, and SIE license and has an active registration with the state of Indiana.

Firm Information

David Behrmann is currently registered with Thurston Springer Advisors. Thurston Springer Advisors is an Indianapolis, Indiana-based investment advisor with approximately $1 billion - $10 billion in assets under management. They offer a range of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. They serve a variety of clients, including high net worth individuals, corporations, and individuals other than high net worth. Their client base includes a significant number of individuals, and they also provide advisory services to charitable organizations. Thurston Springer Advisors participates in wrap fee programs.
Thurston Springer Advisors

9000 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240

$3.96B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Behrmann’s Registration & Firm History

IN

11/23/2020 - Present

Thurston Springer Advisors (INDIANAPOLIS IN)

IN

05/13/2016 - 10/29/2018

SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)

IN

08/30/2004 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)

NY

04/17/2003 - 08/30/2004

LANGDON & SHAW SECURITIES, INC. (NEW YORK NY)

MA

02/04/1999 - 04/15/2003

WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)

IL

03/18/1998 - 11/02/1998

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

NY

04/14/1988 - 08/28/1997

LANGDON & SHAW SECURITIES, INC. (NEW YORK NY)

NA

04/29/1987 - 12/11/1987

NML EQUITY SERVICES, INC.

NA

04/29/1987 - 11/10/1987

ROBERT W. BAIRD & CO. INCORPORATED

NA

11/20/1985 - 02/18/1987

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 01/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Bruce Behrmann.
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