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Rose Funkhouser

Vested Partners: A Multi-Family Office

Salem, VA

CRD 8141989

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Employer firm

Vested Partners: A Multi-Family Office CRD 281862

$95.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Vested Partners: A Multi-Family Office

300 E. 2Nd Street, Salem, VA 24153 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-30
  • VA RA
    APPROVED
    Since 2025-07-30

Branch Locations

300 E. 2Nd Street, Salem, VA 24153 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vested Partners: A Multi-Family Office Salem VA 07/2025 Present
Vested Partners: A Multi-Family Office Salem VA 05/2023 02/2024
Stay At Home Mom Salem VA 02/2024 07/2025
Full Time Student Salem VA 09/2006 05/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-26
  • S65 Uniform Investment Adviser Law Examination
    2025-07-26
Other Names
  • Rose Ellis Funkhouser

View on SEC IAPD

Nearby Firms

PARTNERS IN FINANCIAL PLANNING, LLC
C4T LLC
EDWARD JONES

Nearby Investors

DAVID WAYNE ELLIS
RICHARD KEITH BRYAN
PAMELA DOLVIN POLDIAK

Nearby Offices

PARTNERS IN FINANCIAL PLANNING, LLC · SALEM, VA
C4T LLC · SALEM, VA
EDWARD JONES · SALEM, VA

More in Salem, VA

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