Taylor Mcshane Funke
Investment adviser representative at Blue Financial
12 yearsExperience
1 stateRegistered in
$145.1MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Blue FinancialMay 2026 to now
- Oakwood Capital Securities, Inc.Aug 2024 to Dec 2024
- North Meets South Lacrosse, LLCMay 2024 to Jul 2024
- Episcopal School of JacksonvilleJan 2024 to Nov 2025
- Purshe Kaplan Sterling InvestmentJul 2023 to Jan 2024
- 49 Wealth ManagementJun 2023 to Apr 2026
- Legendary Sports Group, LLCNov 2022 to Nov 2022
- Hamel BuildersMay 2022 to Aug 2022
- Stevenson UniversityAug 2020 to May 2023
- Taylor Funke Working for Alex ParkerJul 2020 to Aug 2020
- Action LaborJun 2020 to Jul 2020
- Triple Crown SportsMay 2019 to Jun 2019
- Tote Maritime Puerto RicoApr 2019 to Jun 2019
- Furman UniversityJul 2018 to May 2020
- Trasca Co. EateryJul 2017 to Aug 2017
- Aqua GrillJun 2017 to Jun 2017
- Wok N' RollNov 2016 to Jan 2017
- Ponte Vedra High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Blue Financial
Legal name: Blue Wealth Inc.
$145.1MAssets managed
324Clients
7Advisers
1 yearIn 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
- 7773846
- Firm CRD
- 330324