Spencer L. Funk

PRECISION WEALTH STRATEGIES

St. Louis, MO 63109

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CRD#: 6246325

Professional summary

Spencer Lloyd Funk, who also goes by Spencer Funk, is a registered financial advisor currently at PRECISION WEALTH STRATEGIES, LLC located in St. Louis, Missouri.

Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Spencer has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Spencer Funk

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Rental property owner & manager; noninvestment related; 820 Bobbins Ln., Florissant, MO 63033; began in 2020; 2 hours/month non during trading hours managing property maintenance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Lloyd Funk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 15, 2019 - Present

PRECISION WEALTH STRATEGIES, LLC

Office #1: 4622 Macklind Ave, St. Louis, MO 63109

RIA

CRD#: 299827

St. Louis, MO

Past

August 30, 2016 - January 4, 2019

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

CHESTERFIELD, MO

Past

June 22, 2016 - January 4, 2019

NYLIFE SECURITIES LLC

CRD#: 5167

SAINT LOUIS, MO

Past

November 11, 2013 - January 5, 2016

EDWARD JONES

RIA

CRD#: 250

MARYLAND HEIGHTS, MO

Past

October 22, 2013 - January 5, 2016

EDWARD JONES

CRD#: 250

MARYLAND HEIGHTS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(3/15/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/8/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/22/2013

General Securities Representative Examination

Current Firm

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

4622 Macklind Ave, St. Louis, MO 63109

Mailing Address

Phone number

(314) 994-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PWS PART 2A WRAP BROCHURE (10/9/2025)

PWS PART 2A BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	1,085
AUM (Assets Under Management)	$ 386,268,992

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Spencer L. Funk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Lloyd Funk's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PRECISION WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/22/2013

Current Firm

PRECISION WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISION WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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