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Tania Lashae Smith

Thurston Springer Advisors

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About Tania Lashae Smith

Tania Lashae Smith is a financial advisor registered with Thurston Springer Advisors. Tania has been in the financial industry since January 2007 and has a diverse background in advising individuals, high-net-worth individuals, charitable organizations, and corporations. With a focus on financial planning, Tania provides investment advice and portfolio management services. Tania is also a general partner at Smith Wealth, LLC.

Firm Information

Tania Smith 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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Tania Smith’s Registration & Firm History

IN

06/15/2024 - Present

Thurston Springer Advisors (INDIANAPOLIS IN)

OK

01/06/2016 - 06/28/2024

T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)

OK

12/06/2006 - 11/30/2015

WELLS FARGO ADVISORS, LLC (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 06/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Tania Lashae Smith. Review regulatory record here.
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