Keith PoniewazCRD Number: 6365199
Current Firm: Thun Financial Advisors
Keith Poniewaz (CRD# 6365199) is an Investment Advisor Representative working at Thun Financial Advisors in Madison, WI and has over 3 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Thun Financial Advisors||Madison, WI||Feb 2016 - Current||2|
|Bank Of America, N.a.||Madison, WI||Nov 2014 - Feb 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Madison, WI||Jun 2014 - Feb 2016||1|
|Ursinus College||Collegeville, PA||Jan 2013 - Jun 2014||1|
|Bucks County Community College||Newtown, PA||Sep 2009 - Jun 2014||4|
|Mercer County Community College||West Windsor, NJ||Jan 2010 - Dec 2013||3|
|Holy Family University||Philadelphia, PA||Sep 2011 - Dec 2012||1|
|Pim Higginson||Phiadelphia, PA||Jun 2010 - Aug 2010||< 1|
|Unemployed||New York, NY||Aug 2009 - Sep 2009||< 1|
|University Of Pennsylvania||Philadelphia, PA||Sep 2002 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management251MILLIONS
Total Number of Accounts235ACCOUNTS
Average Account Value$1,068,646
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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