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Edward Patzer

45 Years of Experience
Mishawaka, IN
Broker

Edward Patzer is a registered investment advisor, based in Mishawaka, IN, with 45 years of industry experience.

Location

1736 E Day Road, Suite 100, Mishawaka, IN, 46545

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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 Activities

Edward is a trustee for multiple Finet Practice 401k plans, dedicating minimal time to each. He also owns 100% of The Patzer Group LLC DBA The Patzer Group Wealth Management, spending full-time hours on this activity.

Employment History
Current Registrations
Thurston, Springer, Miller, Herd & Titak, INC.Broker
December 2024 - Present · 1 yr 5 mos
Thurston Springer Advisors
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Wells Fargo Advisors
November 2013 - December 2024 · 11 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
November 2013 - December 2024 · 11 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - November 2013 · 5 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2013 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.
December 1998 - January 2008 · 9 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
June 1988 - January 2008 · 19 yrs 7 mos
Painewebber IncorporatedBroker
September 1980 - June 1988 · 7 yrs 9 mos
State Registrations31 states
ALAZCACOCTFLHIIAIDILINMDMIMNMOMSMTNCNENMNVNYOHPARISCTXVAVTWAWI
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.
Edward Patzer - Financial Advisor | TrueAdvisor