AC
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Adam Christensen

11 Years of Experience
BrokerSells Insurance

Adam Christensen is a registered investment advisor at Thurston Springer Advisors, based in Oklahoma City, OK, with 11 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

3401 NW 63rd Street, Suite 600, Oklahoma City, OK, 73116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam works as an attorney at Christensen Law Group, focusing on general business law, insurance defense, and estate planning since 2015. This takes about half of his time, with a significant portion during securities trading hours.

Employment History
Current Registrations
Thurston Springer Advisors
June 2024 - Present · 1 yr 10 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Phillips Capital Advisors, INC.
July 2015 - June 2024 · 8 yrs 11 mos
T.S. Phillips Investments, INC.Broker
July 2015 - June 2024 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - August 2015 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - August 2015 · 11 mos
State Registrations1 state
OK
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.