Wells Fargo Advisors
47yrs
Top advisor by experience in Boulder
New
Patrick Funk
Financial advisor at Endeavor Private Wealth
Patrick Funk is a financial advisor in Boulder, Colorado, registered since Jan 2026. Patrick has been with Endeavor Private Wealth since 2026. Patrick holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office1800 Broadway Suite 100, Boulder, CO 80302
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.09 million
Advisors at the firm12
States licensed ?1 state
Services through Endeavor Private Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2026 – nowEndeavor Private Wealth, Inc.Current firm
Contact Patrick
1800 Broadway Suite 100Boulder, CO 80302Office · Get directions Firm main line(785) 329-2510Headquarters: Endeavor Private Wealth · Topeka, KS LinkedIn pageEndeavor Private Wealth
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Endeavor Private Wealth at (785) 329-2510 and ask for Patrick Funk. Patrick works from the Boulder, CO office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Jan 2026, and holds 0 licenses.
What licenses does Patrick hold?
No exams are listed on the official record.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Endeavor Private Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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