Phillip M. Funk
Professional summary
Phillip Matthew Funk, CFP®, who also goes by Phil Funk, Phillip M Funk, Phillip Funk, is a registered financial advisor currently at SERVANT CAPITAL ADVISORS located in Fishers, Indiana.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Phillip has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Matthew Funk's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
August 7, 2024 - Present
SERVANT CAPITAL ADVISORS
Office #1: 11 Municipal Drive Suite 200, Fishers, IN 46038October 18, 2018 - December 31, 2024
SERVANT CAPITAL ADVISORS
September 4, 2006 - July 24, 2008
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/7/2024)
(1/28/2025)
(2/7/2025)
Exams
Current Firm
SERVANT CAPITAL ADVISORS
CRD#: 298764 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 245 |
| AUM (Assets Under Management) | $ 102,308,696 |
Red Flags
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