About Thun Financial
Founder David Kuenzi, CFP®
Before founding Thun Financial, David Kuenzi worked for more than ten years as a securities analyst and institutional broker. He learned from the inside how the investment management industry's traditional commissioned-based system of compensation creates conflicts of interest, which lead to investors being given bad or incomplete financial counsel. The result is Thun Financial Advisors, a fee-only investment management firm, dedicated to helping clients meet their long-term financial objectives unencumbered by these conflicts of interest.
David Kuenzi is a Certified Financial Planner® and has previously held positions with Chase Manhattan Bank, Deutsche Bank and Bank Austria. His financial industry career included postings in New York, London and Moscow. Kuenzi grew up in Wisconsin but spent most of his professional career in New York City and in Europe, before returning to the Midwest in 2005. He received his undergraduate degree from the University of Wisconsin and completed graduate work in politics and economics at Columbia University and Harvard University before launching a career in finance.
Thun Financial Advisors, LLC is a Registered Investment Advisor based in Madison, Wisconsin and advises clients throughout the U.S. and around the globe.
Expertise
At Thun, we understand the complexities of the investment landscape and constantly changing tax, retirement and estate planning issues. Our experience and qualifications allow us to customize a plan that takes into account the client's entire financial picture.
Independence
We are "fee-only" and therefore receive compensation only from our clients. We receive no commissions on any product we recommend. This transparent structure supports our sole objective-to help each client achieve their individual goals.
Trust
Trust is the most critical element of every advisor-client relationship. Thun was founded to help individuals and families meet their long-term financial objectives, unencumbered by the conflicts of interest that pervade the traditional investment management industry.
