Keith Poniewaz, financial advisor Madison WI
88 score

Keith Poniewaz

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thun Financial Advisors Madison, WI Feb 2016 - Current < 1
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
Contact Info for Keith A. Poniewaz
Phone Number: 608-237-1318
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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