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David Allan Kuenzi

Creative Planning

Madison, WI

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APP_PEND_IARCE 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

3330 University Avenue Suite 316, Madison, WI 53705 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thun Financial Advisors, Llc Madison WI 01/2008 12/2020
Creative Planning, Inc. Madison WI 12/2020 Present
  • 01/2008 → 12/2020
    Thun Financial Advisors, Llc
    Madison, WI
  • 12/2020 → Present
    Creative Planning, Inc.
    Madison, WI
Previous Registrations
  • 2008-05-05 → 2020-12-07
    Thun Financial Advisors
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-28
  • S63 Uniform Securities Agent State Law Examination
    2000-12-28
Designations
Other Names
  • David Alan Kuenzi

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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