Patrick Allen Funke
Investment adviser representative at Commonwealth Financial Network
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Commonwealth Financial NetworkFeb 2025 to now
- Patrick Funke & Associates IncMar 2011 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2025
- Securities America Advisors, Inc.Nov 2020 to Jun 2024
- Securities America, Inc.Nov 2020 to Jun 2024
- Kms Financial Services, Inc.Aug 2019 to Nov 2020
- Geneos Wealth Management, Inc.Feb 2005 to Aug 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2011946
- Firm CRD
- 8032