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Lauchlin Hines

23 Years of Experience
Indianapolis, IN
1 DisclosureBrokerSells Insurance

Lauchlin Hines is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 23 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.

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Location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2012
Settled
Other Business ActivitiesSells Insurance

Lauchlin does very part-time consulting for the chemical and automotive industry, dedicating minimal time. He also owns Targeted Retirement Strategies, LLC, offering comprehensive financial planning, investments, and insurance, which takes more than full-time hours.

Employment History
Current Registrations
Thurston Springer Advisors
November 2020 - Present · 5 yrs 6 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Thurston Springer Financial
November 2017 - July 2021 · 3 yrs 8 mos
Thurston Springer Financial
July 2015 - November 2017 · 2 yrs 4 mos
Private Client Services, LLCBroker
January 2010 - July 2015 · 5 yrs 6 mos
Private Client Services, LLC
November 2008 - July 2015 · 6 yrs 8 mos
Woodbury Financial Services, INC.
November 2008 - December 2009 · 1 yr 1 mo
Woodbury Financial Services, INC.Broker
October 2008 - December 2009 · 1 yr 2 mos
CUNA Brokerage Services, INC.
May 2004 - November 2008 · 4 yrs 6 mos
CUNA Brokerage Services, INC.Broker
May 2004 - November 2008 · 4 yrs 6 mos
American Express Financial Advisors, INC.
September 2003 - May 2004 · 8 mos
Ids Life Insurance CompanyBroker
January 2003 - May 2004 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
January 2003 - May 2004 · 1 yr 4 mos
State Registrations2 states
KYSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.