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Lynn Dennis Moeller

Thurston Springer Advisors

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About Lynn Dennis Moeller

Lynn Moeller has been in the securities industry since 1983. Currently, Lynn Moeller is a Registered Representative at Thurston Springer Advisors. Lynn Moeller is also a registered Investment Advisor Representative. Prior to joining Thurston Springer Advisors, Lynn Moeller was employed with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Lynn Moeller holds a Series 63, Series 66, Series 7 and SIE licenses. Lynn Moeller is registered in 31 states as a Broker-Dealer and in one state as an Investment Advisor. Lynn Moeller specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Lynn Moeller 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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Lynn Moeller’s Registration & Firm History

IN

08/26/2020 - Present

Thurston Springer Advisors (INDIANAPOLIS IN)

IN

01/01/2008 - 04/21/2009

WACHOVIA SECURITIES, LLC (INDIANAPOLIS IN)

IN

09/23/1983 - 01/03/2008

A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 09/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lynn Dennis Moeller. Review regulatory record here.
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