Richard Blatter (CRD# 5588054) is an Investment Advisor Representative working at Thurston Springer Advisors in Sun Prairie, WI and has over 15 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thurston Springer Financial | Sun Prairie, WI | Nov 2020 - Current | 3 |
| Thorson Tax & Financial, LLC | Sun Prairie, WI | Jul 2020 - Current | 3 |
| Owl Creek LLC | Deforest, WI | Jul 2019 - Current | 4 |
| Gradient Securities, LLC | Arden Hills, MN | Sep 2015 - Nov 2020 | 5 |
| Avallon & Associates | Deforest, WI | Sep 2015 - Jul 2020 | 4 |
| Avallon LLC | Deforest, WI | Sep 2015 - Jul 2020 | 4 |
| Woodbury Financial Services, Inc. | Madison, WI | Jun 2010 - Aug 2015 | 5 |
| Mennenga Tax & Financial | Madison, WI | Nov 2002 - Aug 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- WI
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Total Assets Under Management1,354MILLIONS
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Total Number of Accounts3,859ACCOUNTS
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Average Account Value$350,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, DC, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, WA, WI
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