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David J. Funke, CLU, ChFC

President & Managing Partner

David J Funke, CLU, ChFC

President & Managing Partner

David Funke is Managing Partner and President of The Financial Specialists, Inc. A graduate of Iowa State University, David started his career in the financial services industry in 1986. He has his CLU (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant®) and LUTCF (Life Underwriter Training Council Fellow) designations and is an AMTC graduate.

David is Series 6, 7, 24, 63, and 65 registered and has received numerous industry and company awards over his career. He is active in numerous industry organizations such as the Million Dollar Round Table, Cedar Rapids Association of Insurance and Financial Advisors and the Cedar Rapids Estate Planning Council.

You can contact David at dfunke@thefinancialspecialists.com or 319-393-6149, x103.

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Estate Planning services provided in conjunction with your licensed legal professional.

425 2nd Street SE 3rd Floor
Cedar Rapids, IA 52401

Phone: 319.393.6149
Email: info@thefinancialspecialists.com
Fax: 319.393.8437

Investment Advisory services offered through O.N. Investment Management Company.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242. (513) 794-6794.

Copyright © 2023 The Financial Specialists

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