Home|Creative Planning Acquires Thun Financial Advisors
Published On: September 15th, 2020

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Creative Planning Acquires Thun Financial Advisors

Creative Expands Services for U.S. Citizens Living Overseas

, July 14, 2020 /PRNewswire/ — Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Thun Financial Advisors, a Registered Investment Advisory firm. Thun Financial Advisors provides comprehensive financial planning and investment management for clients with approximately $600 million in Assets Under Management.

Peter Mallouk, Chief Executive Officer of Creative Planning, said, “David Kuenzi has built one of the most successful advisory firms in America serving U.S. citizens overseas. Creative Planning has been working on a solution for our clients that work and live overseas and for those that live overseas and find us via books, podcasts and other means. Thun Financial Advisors has been delivering these services for years and greatly strengthens our ability to serve this segment of our client base.”

David Kuenzi, President of Thun Financial Advisors, said, “I and the Thun Financial Team are very excited to join Creative Planning to work together to bring integrated investing and financial planning to investors around the world. Creative Planning is among the few financial service companies willing to embrace the complexities of cross-border advising. That makes our firms a great fit. Combining Thun Financial’ s unique international expertise with Creative Planning’s depth and mar