Spencer Lloyd Funk

Employer firm

Precision Wealth Strategies, LLC CRD 299827

$711M regulatory AUM

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

• 06/2013 → 01/2019
  Schmitt Profitools
  Saint Louis, MO
• 06/2016 → 01/2019
  Nylife Securities Llc
  Chesterfield, MO
• 04/2016 → 01/2019
  Darin J. Robinson
  Chesterfield, MO
• 08/2016 → 01/2019
  Eagle Strategies Llc
  Chesterfield, MO
• 01/2019 → Present
  Precision Wealth Strategies, Llc
  St Louis, MO

Previous Registrations

• 2016-08-30 → 2019-01-04
  Eagle Strategies Llc
  Chesterfield, MO
• 2013-11-11 → 2016-01-05
  Edward Jones
  St Louis, MO
  St Ann, MO
  Creve Coeur, MO
  Maryland Heights, MO

Other Businesses

Rental property owner & manager; noninvestment related; 820 Bobbins Ln., Florissant, MO 63033; began in 2020; 2 hours/month non during trading hours managing property maintenance

Exams

• S66 Uniform Combined State Law Examination
  2013-11-08

Designations

• Certified Financial Planner

Other Names

• Spencer Funk