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Aaron Funk Location
Prior Lake, MN, US
Aaron Funk Work
2018 -now Director of Wealth Strategies @
2016 -now Senior Manager of Wealth Management Strategies @
2013 -2016 Vice President Senior Business Growth Consultant @
2010 -2013 Vice President Wealth Management Consultant @
2005 -2010 Primary Advisor Support Consultant @
2002 -2005 Dividends and Reorg Consultant @
1998 -2001 Travel Coordinator @ Carlson Marketing Group
Aaron Funk Education
University of St. Thomas - Opus College of Business
Executive MBA
2025-2027
Saint Mary's University of Minnesota
Bachelor of Science - BS (Marketing)
Wharton Executive Education
Aaron Funk Skills
Project Management
Asset Allocation
ETFs
Equities
Securities
High Net Worth Individuals
Banking
Finance
Investments
Asset Management
Retirement
Fixed Income
Retirement Planning
Investment Advisory
Strategic Financial Planning
Series 7
Investment Management
Financial Advisory
Management
Fixed Annuities
Portfolio Management
Insurance
Series 63
Financial Services
Mutual Funds
Microsoft Excel
Strategic Initiatives
Wealth Management Services
Wealth Management
Public Speaking
Investment Strategies
Financial Planners
Estate Planning
Aaron Funk Summary
Aaron Funk, based in Prior Lake, MN, US, is currently a Director of Wealth Strategies at RBC Wealth Management RBC Clearing and Custody. Aaron Funk brings experience from previous roles at RBC. Aaron Funk holds a 2025 - 2027 Executive MBA @ University of St. Thomas - Opus College of Business. With a robust skill set that includes Project Management, Asset Allocation, ETFs, Equities, Securities and more. Aaron Funk has 1 emails and 2 mobile phone numbers on RocketReach.
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