David Funk is a CFP-designated registered investment advisor, based in Fort Wayne, IN, with 25 years of industry experience.
Location
10347 Dawson'S Creek Blvd Suite C, Fort Wayne, IN, 46825
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several business activities, including real estate investments, financial services, and a CPA firm. He also works as an advisor for Avantax Insurance Agency, recommending and issuing insurance policies, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations11 states
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