DF
DF

Daniel Funk

20 Years of Experience
Sedalia, CO
Broker

Daniel Funk is a registered investment advisor at T. Rowe Price Associates, INC., based in Sedalia, CO, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Sedalia, CO

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Daniel works as an All Mountain Coach for Alterra Mountain Company's Winter Program, mentoring and coaching participants in advanced skiing. This non-investment related activity takes about 10-20% of his time during the season.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
February 2019 - Present · 7 yrs 5 mos
T. Rowe Price Investment Services, INC.
October 2005 - Present · 20 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
October 2005 - Present · 20 yrs 9 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
February 2006 - March 2019 · 13 yrs 1 mo
Edward JonesBroker
March 2005 - July 2005 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.