Adam John Funk

Employer firm

Savings Coach, LLC CRD 142756

$12.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Savings Coach Llc
  Troy, MI
• 08/2014 → 07/2019
  Zeiders Enterprises, Inc.
  Woodbridge, VA
• 03/2021 → Present
  Savings Coach Lending, Llc
  Troy, MI

Previous Registrations

• 2004-01-02 → 2004-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Detroit, MI

Other Businesses

1) INDEPENDENT INSURANCE AGENT - INVESTMENT RELATED; 755 W. BIG BEAVER RD, SUITE 101 Troy, MI 48084; SELLING LIFE, ANNUITY, LONG TERM CARE AND HEALTH INSURANCE; LICENSED AS OF DEC. 2010; APPROXIMATELY 5 TO 10 HOURS A MONTH WITH NONE DURING TRADING HOURS. 2) Tax Preparation Services - Investment Related; 755 W. BIG BEAVER RD, Suite 101, Troy, MI 48084; prepares taxes; Hours vary based on the time of year. 3) Mortgage Loan Originator - Investment related; 755 W. BIG BEAVER RD., Troy, MI 48084; owner/mortgage loan originator; 4 hrs/mth, 4 during trading. 4)PivotalEdge Capital, LLC; Investment related; 1660 International Drive, Suite 600, McLean, VA 22102; ownership interest/limited partner; 0 hrs/mth, 0 during trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-24

Designations

• Certified Financial Planner

Other Names

• Adam Funk