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Daniel Joseph Funk

T. Rowe Price Associates, Inc.

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About Daniel Joseph Funk

Daniel Joseph Funk is a financial advisor with T. Rowe Price Associates, Inc. based in Sedalia, CO. Daniel has been in the financial services industry since 2005, and currently holds FINRA Series 7, 24, 30, 63, and 66 licenses, as well as state registrations. He is a licensed investment advisor representative in Colorado and Maryland. Daniel specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. His firm has assets under management of more than $10 billion.

Firm Information

Daniel Funk is currently registered with T. Rowe Price Associates, Inc.. T. Rowe Price Associates, Inc. is a Baltimore, MD-based investment advisor with over $1.75 trillion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors and portfolio management for businesses. T. Rowe Price Associates, Inc. serves a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
T. Rowe Price Associates, Inc.

100 EAST PRATT STREET

BALTIMORE, MD 21202

$1.75T

Assets Under Management

51

Total Clients

208

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Funk’s Registration & Firm History

CO

10/22/2024 - Present

T. Rowe Price Associates, Inc. (Sedalia CO)

MO

03/08/2005 - 07/19/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 01/19/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2019

Series 30 - NFA Branch Manager Examination

BC

Issued 12/09/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Funk.
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