Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Funk is a financial advisor with over 45 years of experience in the industry. Dana has a proven track record of success in providing financial planning and investment management services to individuals, families, and businesses. Dana is registered as a broker with Cetera Investment Advisers LLC and also an Investment Advisor Representative with the same firm. Currently, Dana is licensed to conduct business in 13 states. Dana provides financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (CHICO CA)
CA
01/03/1997 - 10/03/2016
INVESTORS CAPITAL CORP. (CHICO CA)
NE
12/21/1977 - 02/25/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/04/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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