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Kris Funkhouser

Kris Funkhouser, CFP®, CPWA®
Financial Advisor Private Client Group Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

Kristofer.Funkhouser@Truist.com

Phone 404-813-8422

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About me

Background

Kris Funkhouser is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc., offering more than 20 years of wealth management experience.  He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Certified Private Wealth Advisor designation. He is focused on the development of comprehensive planning and investment strategies aimed at helping his clients reach their goals. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Kris graduated from Florida State University and has lived in Atlanta for over 18 years.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

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