Unclaimed
Richard Stanley Blatter is an investment advisor representative with Thurston Springer Advisors. Richard Stanley Blatter has been in the industry since 2009 and has held prior positions with Gradient Securities, LLC, Woodbury Financial Services, Inc., and H.D. Vest Investment Services. Richard Stanley Blatter is registered with FINRA as well as in Arizona, Florida, Michigan, Ohio, South Carolina, Washington, and Wisconsin. Richard Stanley Blatter is also registered as an investment advisor representative in Wisconsin. Richard Stanley Blatter has passed the Series 7, Series 66, and SIE exams.
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
WI
01/16/2024 - Present
Thurston Springer Advisors (Sun Prairie WI)
WI
09/11/2015 - 11/13/2020
GRADIENT SECURITIES, LLC (Sun Prairie WI)
WI
06/21/2010 - 08/18/2015
WOODBURY FINANCIAL SERVICES, INC. (MADISON WI)
WI
01/15/2009 - 06/21/2010
H.D. VEST INVESTMENT SERVICES (MADISON WI)
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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