Patrick Funk

Employer firm

Endeavor Private Wealth, Inc. CRD 313053

$595M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2025 → Present
  Endeavor Private Wealth
  Boulder, CO
• 10/2019 → 12/2025
  Charles Schwab
  Boulder, CO
• 04/2019 → 10/2019
  Redpoint Financial
  Boulder, CO
• 11/2018 → 03/2019
  Molson Coors
  Boulder, CO
• 02/2018 → 08/2018
  Digital Globe
  Boulder, CO
• 12/2017 → 02/2018
  Oildex
  Boulder, CO
• 04/2017 → 09/2017
  Liberty Global
  Boulder, CO
• 12/2013 → 04/2017
  Dcp Midstream
  Boulder, CO

Other Businesses

South Golden Rentals, LLC, Rental Properties; Investment Related (Passive Real Estate Investment); Golden, CO; 50% Ownership; 01/2022; 4-5 Hours per month; 0-1 hours during trading; Landlord.

Designations

• Certified Financial Planner