Byron ThorsenCRD 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 30 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.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Wellspring Planning Group LLC||Atlanta, FL||Apr 2016 - Current||2|
|The Leaders Group Inc.||Littleton, CO||Apr 2016 - Current||2|
|The Wellspring Group LLC||Arlington, TX||May 2009 - Current||9|
|Wellspring Associates||Houston, TX||Jan 1990 - Current||28|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.