AC

Adam Wade Christensen

11 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$1,500 - $25,000

Thurston Springer charges fees for ERISA fiduciary services based on the selected fee arrangement. These include one-time fees (ranging from $1,500 to $10,000), flat annual fees (ranging from $5,000 to $25,000 per year), and asset-based fees (ranging from 0.10% to 0.50% annually). The firm also charges fees for extra services such as 401(k) reviews, assessed hourly or by increasing the annual fee. Payment for advice can be billed at an hourly rate and may include such matters as working with family members, settling an estate, etc.

Areas of Practice
Retirement PlanningEstate PlanningInvestment Management
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Advisor Information

Office location

3401 NW 63rd Street, Suite 600, Oklahoma City, OK, 73116

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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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Other Business ActivitiesSells Insurance

Adam works as an attorney at Christensen Law Group, focusing on general business law, insurance defense, and estate planning since 2015. This takes about half of his time, with a significant portion during securities trading hours.

Employment History
Current Registrations
Thurston Springer Advisors
June 2024 - Present · 1 yr 7 mos
Thurston Springer FinancialBroker
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Phillips Capital Advisors, INC.
July 2015 - June 2024 · 8 yrs 11 mos
T.S. Phillips Investments, INC.Broker
July 2015 - June 2024 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - August 2015 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2014 - August 2015 · 11 mos
State Registrations1 state
OK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Wade Christensen - Financial Advisor | AdvisorDiscover