Broadway Financial Solutions

Our Story

Broadway Financial Solutions opened in Lebanon, Ohio in October 2009 taking over for Michael Kuntz CPA, Inc. From the very beginning we designed our firm to be a one stop shop for individuals and businesses in our community.

Patrick Thayer has been preparing taxes for over a decade, spent several years as a CFO of a multi-million dollar company, and is a registered agent with the IRS. He is licensed with the Ohio Department of Insurance in life & health and holds a Series 6 Investment License with FINRA.

H.D. Vest Financial Services

Based in Irving, Texas, H.D. Vest Financial Services® supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,500 independent contractors manage over $16 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.

About Us

IMPORTANT NOTE: Patrick Thayer is a registered representative with a 6 registration and can transact business with clients in OH. If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Patrick Thayer can only conduct business in states where Patrick Thayer is registered to conduct business. Any communication with a prospective client shall be conducted by Patrick Thayer only if he is registered in the state where the prospective client resides.

Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.