Jean Haas
Jean Haas is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 13 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Jean is involved in a family horse and farming business, including horse racing. She is also a managing member of Oklahoma Drinking Post LLC, dedicating minimal time to it.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
T.S. Phillips Investments, INC.Broker
Phillips Capital Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLCBroker
Horace Mann Investors INCBroker
State Farm Vp Management CORP.Broker
State Registrations19 states
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.