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David Allan Kuenzi

THUN FINANCIAL ADVISORS, LLC·MADISON, Wisconsin
Series 7, Series 63Clean record18 years registeredTHUN FINANCIAL ADVISORS, LLC
3330 UNIVERSITY AVE, MADISON, WI 53705CRD# 4095967Firm CRD# 146914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Allan Kuenzi · MADISON, WI
Registration
CRD #4095967 · THUN FINANCIAL ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Dec 2020 – present
THUN FINANCIAL ADVISORS
May 2008 – Dec 2020
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 5, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THUN FINANCIAL ADVISORS, LLC
CRD 146914 · SEC 801-81139
AUM
$638M
Regulatory assets under management
Employees
13
506 client accounts
Services offered by THUN FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THUN FINANCIAL ADVISORS, LLC →
Introduction

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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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