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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Funke is a financial advisor who has been in the industry since 1986. David is currently registered with On Investment Management Co., and has previously been registered with Princor Financial Services Corporation, Northwestern Mutual Investment Services, Inc., and John Hancock Distributors, Inc. David holds various licenses and certifications, including the Series 7, Series 6, Series 63, and Series 65 exams. David specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. David is currently registered with the following states: Arizona, California, Florida, Illinois, Iowa, Nebraska, North Carolina, Oklahoma, South Carolina, Texas, Utah, and Wisconsin. David's firm, On Investment Management Co., provides a range of services, including investment advisory services, financial planning, and portfolio management. The firm has a large client base, including individuals, high-net-worth individuals, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
IA
10/10/2022 - Present
ON Investment Management Co. (CEDAR RAPIDS IA)
IA
08/23/1991 - 02/05/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
07/23/1990 - 07/23/1991
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
MA
07/31/1986 - 07/09/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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