BS
BS

Brian Wesley Sullivan

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
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Location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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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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Employment History
Current Registrations
Thurston Springer Advisors
December 2024 - Present · 1 yr 2 mos
Thurston Springer FinancialBroker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Advisors
December 2015 - December 2024 · 9 yrs
Wells Fargo Advisors Financial Network, LLCBroker
November 2015 - December 2024 · 9 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2008 - July 2012 · 3 yrs 9 mos
Chase Investment Services CORP.Broker
August 2007 - September 2009 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
August 2007 - October 2008 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
August 2004 - June 2007 · 2 yrs 10 mos
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.