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Articles written by Karl Thunemann


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Karl Thunemann: He probably didn’t know what to do with a client who wanted to talk in depth about everything. I stopped hanging around the office.

How one boomer put faith in stockbrokers, trusted more in himself and retired rich enough

It's not just what advisor Karl Thunemann trusted but what advice he took-- and that $15,000 from his mother-in-law

June 2, 2014 – 2:41 PM

Rob Bartenstein says wirehouses are better competitors than they're given credit for -- and not the boiler rooms they are reputed to be.

Washington Wealth, now part of the LPL OSJ realm, annexes a $220-million-AUA team in Seattleland

The ex-Wells Fargo team chose the name Kimball Creek to highlight its Northwestern roots -- but it's also a metaphor for the high the stakes their clients face

August 27, 2013 – 1:28 PM

Karl Thunemann: Tibergien stops me and says, 'I want to be very emphatic about this. There is nothing wrong with a solo practitioner. Nothing at all.'

Investor Karl interviews Mark Tibergien -- guru, author, chief -- who tells why solo practices are far from extinct

The gospel of RIA says these days that big and complex is The Way, but the Pershing Advisor Solutions chief proves an unexpected champion of the mom-and-pop advisory shop

July 3, 2013 – 4:31 AM

Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

On Barron's panel at IMCA, three top advisors tell what knocked them on course

I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

June 3, 2013 – 6:33 AM

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