Advisor at Thunderbird Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thunderbird Wealth Management, Inc.
Location
Buckeye, AZ
Credentials
Series 63, Series 66
Industry experience
25 years
Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.
Based on Thunderbird Wealth Management, Inc.
Based on Thunderbird Wealth Management, Inc.
$0 - .: Negotiable, up to a maximum of 1.00% annually
Account minimum: $250,000 Fee-only: Investment management fees based on a percentage of assets under management, up to 1.00% annually, prorated and billed quarterly in advance.
Buckeye, AZ
Arizona · Missouri · Texas
Thunderbird Wealth Management
2018 - Present (8 years)
Securities America Inc.
2017 - Present (9 years)
PFG Advisors
2015 - Present (11 years)
LPL Financial
2007 - 2017 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Goodyear, AZ
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Series 63, Series 65
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Series 65
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Series 65
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Rogue Advisors, LLC
Series 66
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Arete Financial Solutions, LLC
CFP®, ChFC®, Series 63, Series 65
Buckeye, AZ
TFS Advisors, LLC
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