THUN FINANCIAL ADVISORS, LLC
Legal name: THUN FINANCIAL ADVISORS
CRD #146914 SEC #801-81139 MADISON, WI 608-237-1318
SEC Registered
Total AUM
$638.3M
Discretionary
$1M
Employees
13
Clients
251
Accounts
506
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FARMER, RICHARD, STANTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| KUENZI, DAVID, ALLAN | I | FOUNDING PARTNER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
| KUENZI, DAVID, ALLAN | I | MEMBER | E | Control |
Registrations
Federal
IA
Jun 26, 2020 REGISTERED
Notice Filings (3)
CA TX WI
Address
3330 UNIVERSITY AVESUITE 316
MADISON, WI 53705
United States
Phone: 608-237-1318