Patrick Funk
Investment adviser representative at Endeavor Private Wealth, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$595.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Endeavor Private Wealth, Inc.Dec 2025 to now
- Charles SchwabOct 2019 to Dec 2025
- Redpoint FinancialApr 2019 to Oct 2019
- Molson CoorsNov 2018 to Mar 2019
- Digital GlobeFeb 2018 to Aug 2018
- OildexDec 2017 to Feb 2018
- Liberty GlobalApr 2017 to Sep 2017
- Dcp MidstreamDec 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Endeavor Private Wealth, Inc.
$595.3MAssets managed
535Clients
12Advisers
5 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
- 7264719
- Firm CRD
- 313053