Madison, Wisconsin, United States
David Kuenzi is a Director of Creative Planning International and a Partner at Creative Planning. He leads Creative Planning's Global Expansion and is based in Geneva, Switzerland. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning, LLC, is an independent wealth advisory firm with approximately $700 billion in combined assets under management and advisement as of 1/1/26 and clients in all 50 states and over 100 countries. Baseline Wealth Management is an independent Swiss wealth manager firm serving global clients. It is registered with FINMA in Switzerland and the SEC in the United States. Baseline is a wholly owned subsidiary of Creative Planning LLC.
Baseline Wealth Management, a Creative Planning Company, is an independent Swiss wealth manager firm serving global clients. It is registered with FINMA in Switzerland and the SEC in the United States. Baseline is a wholly owned subsidiary of Creative Planning LLC.
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning, LLC, is an independent wealth advisory firm with approximately $700 billion in combined assets under management and advisement as of 1/1/26 and clients in all 50 states and over 100 countries.
reative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning, LLC, is an independent wealth advisory firm with approximately $700 billion in combined assets under management and advisement as of 1/1/26 and clients in all 50 states and over 100 countries.
David Kuenzi founded Thun Financial and built it into a premier U.S. expat focused Registered Investment Advisor. In 2020, Thun Financial become part of Creative Planning, combining its unique cross-border expertise with Creative Planning holistic planning and investing model. In 2022 Thun Financial was rebranded as Creative Planning International.
Founding contributor on expat and cross-border investment matters at www.wsj.com/expat until the Wall Street Journal discontinued WSJ Expat in November 2016.