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David Allan Kuenzi

THUN FINANCIAL ADVISORS, LLC·MADISON, Wisconsin
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3330 UNIVERSITY AVE, MADISON, WI 53705CRD# 4095967Firm CRD# 146914
01

About

David Allan Kuenzi is a registered financial advisor based in MADISON, Wisconsin, affiliated with THUN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THUN FINANCIAL ADVISORS, LLC
THUN FINANCIAL ADVISORS
AUM
$638M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at THUN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4095967
Firm CRD# 146914
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Allan Kuenzi offer?
David Allan Kuenzi specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MADISON, Wisconsin for a consultation.
What are David Allan Kuenzi's credentials?
David Allan Kuenzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allan Kuenzi located?
David Allan Kuenzi is based in MADISON, Wisconsin, working with THUN FINANCIAL ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does David Allan Kuenzi charge for services?
David Allan Kuenzi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THUN FINANCIAL ADVISORS, LLC?
THUN FINANCIAL ADVISORS, LLC has approximately 13 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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