Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lee Patzer is a financial advisor with Thurston Springer Advisors. Edward has been in the financial industry since 1980. Edward holds the Series 7, 8, 9, 10, 63 and SIE securities licenses and is registered as a broker-dealer in 30 states and as an investment advisor in 3 states. In addition to working at Thurston Springer Advisors, Edward also works as an owner of The Patzer Group Wealth Management, a firm with offices in Mishawaka, Indiana. Edward has specializations in Retirement, College Savings Plans, Estate Planning, Mutual Funds, and Annuities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
12/06/2024 - Present
Thurston Springer Advisors (Mishawaka IN)
IN
01/01/2008 - 11/22/2013
WELLS FARGO ADVISORS, LLC (MISHAWAKA IN)
IN
06/16/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MISHAWAKA IN)
NA
09/25/1980 - 06/28/1988
PAINEWEBBER INCORPORATED
BC
Issued 09/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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