Todd Funk

Senior Partner

Main: (920) 326-1880

Direct: (920) 326-7061

Cell: (920) 205-3870

Fax: (920) 239-6132

todd@pinnacleprivatewi.com

Todd’s LinkedIn

About

As a founder of Pinnacle Private Wealth and a seasoned financial advisor, Todd's focus is helping clients achieve their life goals using financial planning as a foundation. By providing clients with competitive wealth management and investment strategies and incorporating a comprehensive risk management plan to help ensure client probabilities of success, there's a true joy in the work Todd does day in and day out.

Experience and Education

Todd started out in the investment industry 28 years ago, working primarily for Wells Fargo, Morgan Stanley, and Associated Investment Services. He currently holds his FINRA Series 7, 63, 65, and 31 securities registrations through Commonwealth Financial Network®, along with Health, Life, Property, and Casualty insurance licenses. He attended the University of Wisconsin-Madison, where he studied Business Administration.

Personal

Married in 1999 to his wife, Amy, Todd is always proud to mention her current work as a Registered Nurse in the area. They’ve added three lovely ladies to the family throughout the years—Lexee (22), Shelby (20), and Kyra (17). Like her mom, Lexee is studying to become a Registered Nurse and is currently working as a CNA in the surgery center of a hospital. Shelby, who was diagnosed with severe autism at the age of 4, is exploring her independence and is currently employed as a merchandiser. She has received numerous awards from her company and is a fan favorite among her co-workers. Kyra enjoys competitive sports, having played soccer and basketball in high school as well as on the club level. She has had a number of offers to play collegiate basketball and decided to attend Marquette University with a focus in the medical area.

In his spare time, Todd enjoys any outdoor activity, including hunting, fishing, water skiing, and boating with their dog, Brooklyn, by his side. Todd has also participated on various boards of sports organizations throughout the years and has coached several basketball teams.