Thomas Widney Greider

Zuna, LLC

19 Years of Experience

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Areas of Practice

Retirement Planning

Zuna, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

58 clients

Average Client Portfolio

$6.7M average

Assets Under Management

$389.6M

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Location

3903 S Kelly Ave, Portland, OR, 97239

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Zuna, LLC

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Roehl & Yi Investment Advisors, LLC

January 2006 - February 2021 · 15 yrs 1 mo

Kms Financial Services, INC

November 2005 - December 2014 · 9 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.