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Shauntae E Funkhouser

A4 Wealth Advisors LLC

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About Shauntae E Funkhouser

Shauntae E. Funkhouser is a registered Investment Advisor Representative. Shauntae is currently registered with A4 Wealth Advisors LLC in North Carolina and Texas. Shauntae has been in the financial services industry for over 10 years. Shauntae is a Certified Divorce Financial Analyst and has experience in financial planning, insurance, and mortgage lending. Shauntae works with individuals and families to help them reach their financial goals.

Firm Information

Shauntae Funkhouser is currently registered with A4 Wealth Advisors LLC. A4 Wealth Advisors LLC is an independent financial advisory firm located in Huntersville, NC, providing investment management, financial planning, and educational seminars for individuals and high-net-worth clients. They manage approximately $176 million in assets and have a team of 5 licensed professionals.
A4 Wealth Advisors LLC

16140 NORTHCROSS DRIVE

HUNTERSVILLE, NC 28078

$176.02M

Assets Under Management

4

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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other

Co-advisor fees

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Shauntae Funkhouser’s Registration & Firm History

NC

11/21/2023 - Present

A4 Wealth Advisors LLC (HUNTERSVILLE NC)

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Licenses & Designations

IA

Issued 03/08/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shauntae E Funkhouser.
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