Client Types Thun Financial Advisors offers financial planning services and portfolio management for individuals and/or small businesses. 0 verified review sites, Thun Financial Advisors has an average rating of Need investment and retirement help? THUN Financial Advisors LLC has 13 employees, of which 7 are employees in advisory roles .

Search for other Financial Planning … Thun Financial Advisors Background. Such registration does not imply that the SEC has sponsored, recommended or approved of the advisor. Thun Financial Advisors 3330 University Ave Madison WI 53705. Salaries, reviews, and more - all posted by employees working at Thun Financial Advisors. David is a recognized expert on cross-border wealth management, especially with … THUN FINANCIAL ADVISORS is a Scam. Only clients and prospective clients that engage in direct, confidential communications with us provide additional information. If you would like to review our data privacy statement, click here. The firm is using the following primary business name: THUN Financial Advisors LLC, while the legal name is: THUN FINANCIAL ADVISORS, LLC How many employees does the firm employ? • During the client onboarding and account opening process; Thun Financial Advisors. Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. While Thun is based in Madison, the firm serves clients around the U.S. and the world. Stay sharp with senior focused financial articles.
608-237-1318 Advisors at the firm have earned certifications including certified financial planner (CFP) and chartered financial advisor (CFA).

Glassdoor will not work properly unless browser cookie support is enabled. A Sales Representative will be in contact with you with your custom quote. Thun Financial is an investment adviser registered with the United States Securities and Exchange Commission (SEC).

© 2020 Reink Media Group LLC. Views: 408 (trailing six months). Learn more. Print Report, Is this your firm? computer Thun Financial Advisors LLC (herein “Thun Financial”) is a limited liability company organized under the laws of the State of Wisconsin. Please send such requests or any queries regarding this policy and data privacy to Thun Financial at thun@thunfinancial.com. In the process of regular business activity, we may collect certain basic personal data: Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds. Obtaining Personal Data This is the Thun Financial Advisors company profile. Do You Know About the Spousal Social Security Benefit?

• Providing confidential financial advice and other services to our clients; To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Checks take place monthly. Many Americans have wondered whether their financial advisor is a fiduciary as the investment world is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency.
For data support, email "support@investor.com". Visit Site • When you engage in email, telephonic, or internet communications with our financial professionals.

Write a Review Phone : 1-608-237-1318 3330 University Ave, Suite 202, Madison, Wisconsin, 53705, The United States of America ), 7 of the Best Situational Interview Questions. Write a Review Phone : 1-608-237-1318 3330 University Ave, Suite 202, Madison, Wisconsin, 53705, The United States of America Financial plans and investment portfolios are always unique to the client's personal financial situation. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Thun Financial Advisors: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Inheriting from the U.S. Stay sharp with seniorfocused financial articles. Any data inaccuracies, please contact our team. Like this review?

Whether advising Americans abroad or expats in the United States, we provide an integrated service that encompasses: This report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances. Glassdoor gives you an inside look at what it's like to work at Thun Financial Advisors, including salaries, reviews, office photos, and more. 8 Questions You Should Absolutely Ask An Interviewer, Morningstar Development Program salaries ($47k), Includes cover photos, videos, social media content, awards, and important info such as company benefits, Sync jobs automatically with your Applicant Tracking System, Target jobs to candidates based on site activity, No competing display ads or sponsored jobs on your company profile, Feature your content and jobs on up to 5 competitor profiles, Competitive intel such as profile activity and candidate demographics, Reputation monitoring (vs. competitors and by job title and location), Advanced review and interview filters with additional insights including sentiment analysis. Reviews + Add Review. What are Discretionary and Non-Discretionary Spending. Checks take place monthly. Thun … Tips, tools and how to's to help with your financial goals. • During the initial or any ongoing financial planning process with a client; Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. phone Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. • When you or a member of your immediate family seeks a confidential consultation with us; As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Thun Financial Advisors Data Privacy Statement Dr. Robert Louis Clark, MD Des Moines IA. Learn more. Menu & Reservations Make Reservations . Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Thank you for your request. See what employees say it's like to work at Thun Financial Advisors. In connection with our professional activities, we regularly seek out potential clients and others who may be interested in learning more about our advisory services.

Safeguarding Personal Data © 2020 Thun Financial Advisors  |  All Rights Reserved   |, JOIN OUR MAILING LIST AND GET OUR LATEST NEWS, Click here to see Form CRS (Client Relationship Summary), Five Key Cross-Border Wealth Management Questions to Answer Before Moving Abroad. However, in most cases, individuals provide us their data directly. Changes wont be saved until you sign up for an Enhanced Profile subscription. Get reviews, hours, directions, coupons and more for Thun Financial Advisors at 3330 University Ave Ste 202, Madison, WI 53705. 0.00 stars. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). We are committed to protecting and respecting your privacy. Apply for Trusted badge | Join our mailing list to receive the latest news and updates on cross-border investing issues.

This earns a Rating Score™ of 0.00. Timbo Spanish Style & Custom Hardwood Furnishing Santa Monica CA. David Kuenzi founded Thun Financial Advisors in 2008 with a mission to bring world-class investment management and financial planning services to cross-border families and Americans abroad. Upon your request, we will refrain from sending you future communications or information that we provide in the course of our business, and, to the extent permitted by our regulatory obligations to the SEC and/or any other governmental regulatory authority, we will honor your request to remove your personal data from our records. Thun Financial is also committed to safeguarding and protecting the privacy of all visitors to its website or interested persons whom communicate personal and financial information with Thun Financial, whether potential clients or otherwise. What should I know about this firm? A relatively young firm, Thun Financial Advisors has been in operation since 2008. Tell us who you are and a Glassdoor Sales Representative will get back to you right away.

Except in response to direct instructions from you (e.g., a client asks us to send a brokerage tax record to their accountant), we do not share your personal data with third parties. Thun Financial Advisors manages $638.3 million and provides investment advisory services for 506 clients (1:73 advisor/client ratio). All references to “personal data” in this policy mean information that could be used to identify an individual, including, but not limited to, name, address, email address, or phone number. As a regulated investment advisory firm, we take reasonable and appropriate measures at Thun Financial to protect against the unauthorized or unlawful use of your personal data and to prevent the theft or accidental loss or destruction of your personal consistent with our internal and regulatory security policies and procedures. Capturing the overall customer experience is unlike anything on the market. We obtain this additional information only directly from you, not from any third-party service.

Get directions, reviews and information for Thun Financial Advisors in Madison, WI. You are using an outdated browser.Please upgrade your browser for full functionality. Sharing and Use of Personal Data How to Answer: What Are Your Strengths and Weaknesses? But the good men and women who act as true financial fiduciaries don’t sell those products. We do not pay third parties to provide us with lists of personal data.

Thun Financial Advisors LLC (herein “Thun Financial”) is a limited liability company organized under the laws of the State of Wisconsin. Learn 5 things to consider to help you find a financial advisor right for you. As a result, we do not support personal reviews on the site. In total, Thun Financial Advisors manages $638,272,632 in assets. Tips, tools and how to's to helpwith your financial goals. Will your current advisor still be able to help? November 1st, 2020.


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