RBC Clearing & Custody
Aaron Funk has a strong background in wealth management and financial consulting. Aaron is currently the Director of Wealth Strategies at RBC Wealth Management RBC Clearing and Custody, a position they have held since April 2018. Prior to this role, Aaron worked at RBC for over 15 years, starting in 2002. During their time at RBC, they held various roles including Senior Manager of Wealth Management Strategies, Vice President Senior Business Growth Consultant, Vice President Wealth Management Consultant, Primary Advisor Support Consultant, and Dividends and Reorg Consultant. Before joining RBC, Aaron worked as a Travel Coordinator at Carlson Marketing Group from 1998 to 2001.
Aaron Funk, CFP®, RICP®, AIF®, AWM, holds a Bachelor of Science degree in Marketing from Saint Mary's University of Minnesota. Aaron has obtained several professional certifications, including the CERTIFIED FINANCIAL PLANNER™ Professional and Retirement Income Certified Professional® from the CFP Board. Aaron also holds the Retirement Income Certified Professional RICP certification from the American College of Financial Services. Additionally, they have an Accredited Investment Fiduciary designation and is an Accredited Wealth Manager (AWM) from Michigan State and MDI. Aaron has acquired various licenses, such as Life, Health, Accident, and Variable insurance producer licenses, as well as the Series 24, Series 66, Series 7, and Yellow Belt Six Sigma certifications.
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RBC Clearing & Custody
RBC Clearing & Custody provides comprehensive clearing, custody and execution services to a variety of broker-dealers, including full-service wealth management firms, traditional retail brokerages, insurance companies, institutional-based firms and FinTech businesses. We also provide comprehensive custody and brokerage services to a variety of registered investment advisors, including “break-away” brokers, wealth management firms, institutional-based firms and dually registered firms. We go way beyond helping our clients with the operational side of their business. At RBC Clearing & Custody we deliver the products and services necessary to support financial professionals. We offer the following capabilities to help our clients grow and protect their business: • Retail client wealth management expertise and insight • World-class resources and access to capital markets • Wealth management and business expansion capabilities • Innovative and customizable technology platforms • Professional marketing resources A leader in the U.S. brokerage industry since 1909 and a custody and clearing leader since 1979, RBC Clearing & Custody is proud to be a values based organization that shares the same stewardship principles as our parent company, RBC. Our clients enjoy greater confidence knowing their dedicated clearing and custody partner is part of a respected institution distinguished by a long heritage of financial strength and steadfast dedication to clients. Our firm is a division of RBC Capital Markets, LLC, a wholly owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Member NYSE/FINRA/SIPC. For more information, please visit www.rbcclearingandcustody.com. The information provided on this page is for general purposes only and does not constitute personal financial advice. For more information about our legal terms of use, please visit www.rbc.com/legal/#social_media.