Thurston Springer Advisors

Retirement Plan Advisor

Indianapolis, IN

About Thurston Springer Advisors

<p>From its Indianapolis headquarters, Thurston Springer Advisors works with clients across Indiana and nearby Midwest markets on investment and retirement planning needs. The firm also has offices in Bloomington and Franklin, Indiana; Louisville, Kentucky; Valdese, North Carolina; Youngstown, Ohio; and Itasca, Illinois, giving it a footprint that reaches beyond the Indianapolis metro.</p> <p>Thurston Springer Advisors provides investment, brokerage, and financial planning services, along with insurance planning as part of broader wealth planning. The firm reports $10.0B in AUM (2026).</p> <p>For workplace retirement plans, the team supports plan sponsors and participants and offers 3(21) fiduciary services as part of its retirement-plan work. Clients typically work with the firm on plan design and ongoing investment guidance tied to the goals of the plan and its participants.</p> <p>What sets Thurston Springer Advisors apart is its multi-office structure across several states, which supports in-person service for organizations and individuals in multiple regional markets.</p> <ul> <li>3(21) fiduciary investment advisor services for employer plans</li> <li>Investment management and portfolio strategy</li> <li>Brokerage services</li> <li>Financial planning and insurance planning</li> <li>Retirement plan support for sponsors and participants</li> </ul>

Website: https://thurstonspringer.com/

Office Locations

  • Indianapolis, IN (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $10.0B

Team Members

  • Christian Taylor, Chief Compliance Officer
  • David Phillips, Chief Information Security Officer
  • Kelly Raker, Transition Manager
  • Regina Rudnick, Chief Experience Officer/ President PEAK Reps LLC / Partner
  • Richard Parker, Chief Executive Officer / Chief Operations Officer / Partner
  • John Peluso, Executive Vice President / Partner
  • Matt Reynolds, President / Chief Financial Officer / Partner
  • Karen Coker, Chief Risk Officer & Head of Supervision
  • Chris Mueller, Chief Operations Officer
  • James Titak, Chairman of the Board / Partner

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