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Joshua Kulback Simon

Thurston Springer Advisors

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About Joshua Kulback Simon

Joshua Simon is a financial advisor with Thurston Springer Advisors, located in INDIANAPOLIS, IN. Joshua has been in the financial services industry since October 1997. Joshua is registered with FINRA and the state of Illinois. Joshua has experience providing financial advice to a variety of clients, including individuals, corporations, and charitable organizations. Joshua is also a registered investment advisor.

Firm Information

Joshua Simon 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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Joshua Simon’s Registration & Firm History

IN

10/14/2021 - Present

Thurston Springer Advisors (INDIANAPOLIS IN)

IL

02/04/2005 - 09/22/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EVANSTON IL)

NJ

10/10/1997 - 02/23/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 10/24/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Joshua Kulback Simon. Review regulatory record here.
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