Shauntae Funkhouser has been an investment adviser representative at A4 Wealth Advisors since March 2022, and is not listed among the firm’s executive officers or direct owners.
A4 Wealth Advisors LLC is a Huntersville, NC firm with $214M under management, 587 clients and 7 advisers in one office, as of its September 2026 filing.
Shauntae Funkhouser is an Investment Advisor Representative at A4 Wealth Advisors, LLC, based in Huntersville, North Carolina. Her focus is retirement planning and divorce financial analysis. She is also the founder and principal of LKN Finance and Divorce Consultants, LLC, a firm that guides clients through the financial complexities of divorce.
Shauntae Funkhouser’s longest registration is the current one, 4 years at A4 Wealth Advisors since 2022.
- Gradient Investments, LLC– · under a yearHuntersville, NC · Adviser representative · Firm CRD 141726
- A4 Wealth Advisors LLCCurrent– present · 4 yearsHuntersville, NC · Adviser representative · Firm CRD 152397
Professional designations
Listed by A4 Wealth Advisors
- Certified Personal Retirement Specialist™ (CPRS™)
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Shauntae Funkhouser is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is Texas, in November 2023.
- North CarolinaSince 15 March 2022
- TexasSince 21 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shauntae E Funkhouser
- CRD
- 7519728
- Firm
- A4 Wealth Advisors · CRD 152397
- Office
- 16140 NORTHCROSS DRIVE, Huntersville, NC 28078
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- a4wealth.com
Where does Shauntae Funkhouser work?
Shauntae Funkhouser is an investment adviser representative registered through A4 Wealth Advisors LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Shauntae Funkhouser a financial advisor?
Yes. Shauntae Funkhouser has a current investment-adviser registration in North Carolina and Texas, through A4 Wealth Advisors since March 2022.
How many years of experience does Shauntae Funkhouser have?
Shauntae Funkhouser has 4 years in the financial industry, since March 2022, across 2 adviser firms.
What exams has Shauntae Funkhouser passed?
Shauntae Funkhouser passed the Series 65 in March 2022.
Where is Shauntae Funkhouser based?
Shauntae Funkhouser’s registered office is in Huntersville, NC.
Is Shauntae Funkhouser registered with FINRA?
No. Shauntae Funkhouser has no current broker registration.
How can I verify Shauntae Funkhouser’s record?
Search CRD 7519728 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shauntae Funkhouser’s full registration record.
