Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Funk is a financial advisor with over 30 years of experience in the financial services industry. Todd is currently registered with Commonwealth Financial Network, and has been in the industry since October 1992. Todd is based in Kimberly, Wisconsin and specializes in providing financial advice to individuals, families, and businesses. Todd is also a co-owner and senior partner of Pinnacle Private Wealth, LLC, and the owner of Funk Wealth Management, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/24/2023 - Present
Commonwealth Financial Network (Kimberly WI)
WI
01/24/2006 - 03/03/2023
ASSOCIATED INVESTMENT SERVICES, INC. (NEENAH WI)
NY
05/30/2003 - 01/23/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
03/15/2002 - 06/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/16/2001 - 03/19/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
12/13/2000 - 08/31/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 08/31/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/20/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
10/16/1992 - 12/20/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/16/1992 - 12/20/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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