Byron Thorsen, financial advisor Arlington TX
96 score

Byron Thorsen

CRD Number: 1848011
Current Firm: Wellspring Planning Group LLC

Byron Thorsen (CRD# 1848011) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Arlington, TX and has over 28 years of experience in the finance industry. Byron Thorsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wellspring Planning Group LLC Atlanta, FL Apr 2016 - Current < 1
The Leaders Group Inc. Littleton, CO Apr 2016 - Current < 1
The Wellspring Group LLC Arlington, TX May 2009 - Current 7
Wellspring Associates Houston, TX Jan 1990 - Current 26
Wellspring Wealth Management LLC Arlington, TX May 2009 - May 2016 7
Lpl Financial Corporation Arlington, TX Sep 2009 - Apr 2016 6
Associated Securities Corp Los Angeles, CA May 2004 - Oct 2009 5
Investlinc Securities, LLC Houston, TX Nov 2005 - Mar 2009 3
Investlinc Wealth Mangement Group, LLC Atlanta, GA Feb 2005 - Mar 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Byron L. Thorsen
Phone Number: 404-924-4006
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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