linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wanda Jo Ross

Thurston Springer Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wanda? Claim Your Profile

About Wanda Jo Ross

Wanda Jo Ross has been an active financial professional since October 1998, holding both broker-dealer and investment advisor registrations. Wanda is a registered representative with Thurston Springer Advisors, a firm with over $1 billion in assets under management. She has a proven track record of success with extensive experience in financial planning, portfolio management, and educational seminars. Her expertise extends to serving high-net-worth individuals, charitable organizations, and corporations.

Firm Information

Wanda Ross 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wanda Ross’s Registration & Firm History

IN

01/01/2025 - Present

Thurston Springer Advisors (INDIANAPOLIS IN)

OK

03/18/2005 - 06/28/2024

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

NY

07/07/1999 - 04/06/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MO

10/15/1998 - 07/09/1999

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

Not sure if Wanda Jo Ross is right for you?

Licenses & Designations

IA

Issued 09/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Wanda Jo Ross. Review regulatory record here.
Not sure if Wanda Jo Ross is right for you?