Edward Lee Patzer

Employer firm

Thurston Springer Advisors CRD 299201

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Wells Fargo Advisors Financial Network, Llc
  Mishawaka, IN

Previous Registrations

• 2013-11-25 → 2024-12-17
  Wells Fargo Advisors Financial Network, Llc
  Mishawaka, IN
• 2008-01-01 → 2013-11-22
  Wells Fargo Clearing Services, Llc
  Mishawaka, IN
• 1998-12-30 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Mishawaka, IN
  St. Louis, MO
  Mishawaka, IN

Other Businesses

1) TRUSTEE FOR Patzer Group 401K PLAN FBO EMPLOYEES; INV RELATED; START DATE 4/25/2014; 1 HR PER MONTH; 1 HR DURING TRADING. 2) THE PATZER GROUP LLC DBA THE PATZER GROUP WEALTH MANAGEMENT; INV RELATED; MISHAWAKA, IN; 100% OWNERSHIP; START DATE 11/22/2013; 250 HOURS PER MONTH; 250 DURING TRADING; FINET PRACTICE. 3) Elder of Edwardsburg Presbyterian Church; 0 hours during Trading 4) President of Foundation for Presbyterian Church of Edwardsburg, Oversee Finances of Church; no compensation; 0 hours during trading 5) Edwardsburg Sports Complex; Executive Director, Manage Complex; no compensation; 0 hours during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-09-11