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PK

Phillip P. Krznarich

THUNDERBIRD WEALTH MANAGEMENT
Chino Valley, AZ
Some features on this profile are disabled
CRD#: 4342841
PK

Professional summary

Phillip Paul Krznarich is a registered financial advisor currently at THUNDERBIRD WEALTH MANAGEMENT, INC. located in Chino Valley, Arizona.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Phillip has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Paul Krznarich's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 20, 2018 - Present

THUNDERBIRD WEALTH MANAGEMENT, INC.

RIA
CRD#: 292892
Chino Valley, AZ
Past

October 10, 2017 - April 20, 2018

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Chino Valley, AZ
Past

November 27, 2007 - October 11, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
CHINO VALLEY, AZ
Past

March 27, 2001 - November 27, 2007

EDWARD JONES

BD
CRD#: 250
GLENDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(3/28/2018)
IAR
Missouri
(4/20/2023)
IAR
Texas
(3/20/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/5/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/20/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/26/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/11/2008
General Securities Principal Examination

Current Firm

TW
THUNDERBIRD WEALTH MANAGEMENT, INC.
THUNDERBIRD WEALTH MANAGEMENT, INC.

CRD#: 292892 / SEC#:

Arizona
Registered Investment Advisory firm - (3/28/2018 Approved)
Missouri
Registered Investment Advisory firm - (4/20/2023 Approved)
Texas
Registered Investment Advisory firm - (3/19/2018 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Buckeye, AZ
Mailing Address
Phone number
(928) 876-7932
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts156
AUM (Assets Under Management)$ 60,816,678

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THUNDERBIRD WEALTH MANAGEMENT, INC.

CRD#: 292892Chino Valley, AZ

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