Robert
Caplinger
Thurston Springer Advisors
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About this Advisor
Robert Caplinger is a financial advisor based in Lafayette, Indiana, working with Thurston Springer Advisors. Robert has previously held positions at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, and Thurston Springer Miller Herd & Titak, Inc. Robert has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Robert is part of Thurston Springer Advisors, which operates out of Lafayette, Indiana. The firm has 20 offices and 51 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Thurston Springer Advisors includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thurston Springer Advisors Brokerage Details
$1,353,974,492
51
3,859
$350,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Robert Caplinger Work History
Thurston Springer Miller Herd & Titak, Inc
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments, Inc
Disclosures
Please visit the SEC profile of Robert Caplinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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