Thun Financial Advisors

Thun Financial Advisors (CRD# 146914) is a financial advisory firm headquartered in Madison, WI. They manage $143,548,704 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $1,003,837
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Thun Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
David A. Kuenzi
CRD#: 4095967
313 Price Place, Madison, WI 53705
96
Wealthminder
score

David Kuenzi (CRD# 4095967) is an Investment Advisor Representative working at Thun Financial Advisors in Madison, WI and has over 15 years of experience in the finance industry. David Kuenzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard S. Farmer
CRD#: 4775911
3330 University Ave, Suite 202, Madison, WI 53705
93
Wealthminder
score

Richard Farmer (CRD# 4775911) is an Investment Advisor Representative working at Thun Financial Advisors in Madison, WI and has over 12 years of experience in the finance industry.

3
Frederic A. Behrens
CRD#: 6379815
3330 University Ave, Suite 202, Madison, WI 53705
88
Wealthminder
score

Frederic Behrens (CRD# 6379815) is an Investment Advisor Representative working at Thun Financial Advisors in Madison, WI and has over 2 years of experience in the finance industry.

4
Keith A. Poniewaz
CRD#: 6365199
3330 University Ave., Suite 202, Madison, WI 53705
88
Wealthminder
score

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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