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Did You Lose Money Because of Chad Thuner?

Filed: January 16, 2024

Chad Thuner has been the subject of three (3) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Chad Thuner.

Who Is Chad Thuner of Lincoln Investment?

  • Advisor Name: Chad Thuner
  • Aliases: Chad Andrew Thuner
  • CRD: 4893596
  • Location: Fort Washington, Pennsylvania and Minot, North Dakota
  • Current Employer: Lincoln Investment
  • Previous Firms: Calton & Associates and Capital Financial Services, Inc.
  • Number of Known Customer Complaints: 3
  • Can Chad Thuner Be Sued: Yes, in Private Arbitration
  • Can Chad Thuner’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $400,000
  • Highest Settlement: $6,666.67

If you have suffered investment losses by Chad Thuner, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a breach of fiduciary duty lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Chad Thuner For Broker Misconduct

As of this publication date, Chad Thuner has been the subject of 3 customer disputes. Let’s review them below.

In March 2020, a FINRA arbitration was filed against or in reference to Chad Thuner by a customer of Capital Financial Services, Inc. alleging breach of fiduciary duty, misrepresentation, and violation of Indiana State Securities Laws. Per the customer, he/she lost over $400,000 because of Mr. Thuner’s actions. On March 2, 2021, Mr. Thuner settled the claim for $6,666.67.

In January 2020, a complaint was filed against or in reference to Chad Thuner by a customer of Capital Financial Services, Inc. alleging breach of fiduciary duty, violations of federal and state securities laws, and negligent supervision or hiring. Per the customer, he/she lost over $200,000 because of Mr. Thuner’s actions. On September 29, 2020, Mr. Thuner settled the claim for $5,417.

In October 2019, a complaint was filed against or in reference to Chad Thuner by a customer of Capital Financial Services, Inc. alleging violations of federal securities laws, breach of fiduciary duty, and breach of contract. Per the customer, he/she lost over $5,000 because of Mr. Thuner’s actions. On September 29, 2020, Mr. Thuner settled the claim for $5,417.

How To File A Claim Against Chad Thuner of Lincoln Investment (previously with Calton & Associates and Capital Financial Services, Inc.) To Get Your Money Back.

If you have questions about Chad Thuner, Lincoln Investment, Calton & Associates, Capital Financial Services, Inc., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll free at 1-800-950-6553.

Author Photo

Chetan Patil

Chetan Patil is the founder and Managing Partner of the Patil Law. He brings over 15 years of extensive experience in diverse complex disputes and transactions, across the country. Mr. Patil specializes in litigations, trials, arbitrations, and appeals of complex securities, FINRA, financial and business disputes, with an emphasis in securities, financial services, and financial regulatory law.
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