Shauntae E Funkhouser
Investment adviser representative at A4 Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
$213.7MFirm assets
4 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Lkn Finance and Divorce Consultants LLCJul 2024 to now
- Thrive MortgageOct 2020 to now
- A4 Wealth Advisors LLCNov 2016 to now
- World Wide Financial Solutions dba A4 Insurance SolutionsNov 2016 to now
- Gradient Investments, LLCMar 2022 to Dec 2022
- Universal Mortgage & Finance, IncApr 2020 to Oct 2020
- High Tech Lending, IncMar 2018 to Feb 2020
- Siena Heights UniversityJan 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
A4 Wealth Advisors LLC
$213.7MAssets managed
587Clients
7Advisers
4 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
- 7519728
- Firm CRD
- 152397