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Eric Allen Funk

Thrivent Investment Management Inc.

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About Eric Allen Funk

Eric Allen Funk is a registered investment advisor representative with Thrivent Investment Management Inc. Eric is a seasoned professional with over 20 years of experience in the financial industry. Eric holds the Series 6, 7, and 66 licenses as well as the SIE exam. Eric works with individuals, businesses, and churches and offers financial planning, portfolio management, and other advisory services. Eric is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.

Firm Information

Eric Funk is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Eric Funk’s Registration & Firm History

MN

12/19/2013 - Present

Thrivent Investment Management Inc. (Rochester MN)

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Licenses & Designations

BOTH

Issued 01/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/19/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Allen Funk.
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