Jake Mongler, Mba, Cfp® Email & Phone Number

Madison, Wisconsin Area

Thun Financial Advisors - A division of Creative Planning - is an internationally-focused investment management and financial planning firm. Our clients are U.S. expats and multinational families residing both in the U.S. and abroad. Whether advising American expatriates or U.S. residents, we provide an integrated service that encompasses:• Tax and cross-border estate planning across multiple jurisdictions (tax treaties, foreign credits, gifts/inheritance, situs property, transfer of assets, probate issues, etc.)• Use of retirement accounts both in the U.S. and elsewhere (IRAs, 401ks, Superannuations, SIPPs, foreign private and government pensions, etc.)• Mixed nationality family planning and investing• Impact of FATCA, U.S. citizenship-based taxation, expatriation, and other regulations• Cross-Border portfolio optimization• Currency management• College savings plans in the U.S• Charitable giving

Westlake, La

Roxana, Il

Malacca, Malaysia

Wood River, Il

Master Of Business Administration - Mba

Bachelor'S Degree, Chemical Engineering, Summa Cum Laude Honors. Minor In Mathematics.