Mark Funk

Mark J Funk

Managing Director

  • CLU®
  • ChFC®
FINRA BrokerCheck
3839 Ansborough Ave,
Waterloo, IA 50701
319-233-8441 319-269-0179 Visit my website

About my practice

We help people that are thinking about retirement figure out how much they can spend every month. We spend time learning about your vision, values and goals. That information is then connected to your comprehensive financial plan along with some specific recommendations. We take pride in helping you retire successfully and also make sure the "What-ifs?" are addressed along the way!

Get in touch


Google Map