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Graham M. Funderburk

MACH-1 FINANCIAL GROUP
Rogers, AR 72758
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CRD#: 7767994
GF

Professional summary


Graham Mcdaniel Funderburk is a registered financial advisor currently at MACH-1 FINANCIAL GROUP, LLC located in Rogers, Arkansas.

Graham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Graham has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Licensed insurance agent

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Graham Mcdaniel Funderburk'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 5, 2025 - Present

MACH-1 FINANCIAL GROUP, LLC

Office #1: 1001 S. 52nd Street Suite 100, Rogers, AR 72758
RIA
CRD#: 298195
Rogers, AR
Past

November 14, 2023 - March 4, 2025

ARVEST WEALTH MANAGEMENT

RIA
CRD#: 42057
Rogers, AR
Past

September 1, 2023 - March 4, 2025

ARVEST WEALTH MANAGEMENT

BD
CRD#: 42057
Rogers, AR

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".
MF
MACH-1 FINANCIAL GROUP, LLC
MACH-1 FINANCIAL GROUP, INC. | MACKEY INVESTMENT GROUP | MACH-1 FINANCIAL GROUP, LLC

CRD#: 298195 / SEC#: 801-118093

RIA
Registered Investment Advisory firm - (2/14/2020 Approved)
Arkansas
Registered Investment Advisory firm - (2/18/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (2/18/2020 Terminated)
Missouri
Registered Investment Advisory firm - (2/18/2020 Terminated)
Oklahoma
Registered Investment Advisory firm - (2/18/2020 Terminated)
Texas
Registered Investment Advisory firm - (2/18/2020 Terminated)

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
Arkansas
(3/5/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/1/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


MF
MACH-1 FINANCIAL GROUP, LLC
MACH-1 FINANCIAL GROUP, INC. | MACKEY INVESTMENT GROUP | MACH-1 FINANCIAL GROUP, LLC

CRD#: 298195 / SEC#: 801-118093

RIA
Registered Investment Advisory firm - (2/14/2020 Approved)
Arkansas
Registered Investment Advisory firm - (2/18/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (2/18/2020 Terminated)
Missouri
Registered Investment Advisory firm - (2/18/2020 Terminated)
Oklahoma
Registered Investment Advisory firm - (2/18/2020 Terminated)
Texas
Registered Investment Advisory firm - (2/18/2020 Terminated)
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Contact information


Main Address
1001 S. 52nd Street Suite 100, Rogers, AR 72758
Mailing Address
Phone number
(479) 876-2100
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MACH-1 FINANCIAL ADV PART 2A (7/8/2025)

Regulatory assets under management


Total Number of Accounts2,719
AUM (Assets Under Management)$ 416,888,563

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.

Company Information


MACH-1 FINANCIAL GROUP, LLC

CRD#: 298195Rogers, AR 72758

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