Broker Check

Our Team

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David J. Funke, CLU, ChFC

President & Managing Partner

David Funke is the Managing Partner and President of The Financial Specialists, Inc. A graduate of Iowa State University, David started his career in the Financial Services Industry in 1986. He has his CLU, ChFC, and LUTCF designations and is an AMTC graduate. He is Series 6, 7, 24, 63, and 65 registered and has received numerous industry and company awards over his career. He is active in numerous industry organizations such as, Million Dollar Round Table, Cedar Rapids Association of Insurance and Financial Advisors, and the Cedar Rapids Estate Planning Council. You can contact David at [email protected] or (319) 393-6149, x103.

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Marvin J. Stallman, CLU, LUTCF

Registered Representative

Marvin began his career in the financial services industry in February of 1983. His designations include CLU, LUTCF. He is Series 6, 63 and 7 registered. Marvin specializes in Life Insurance planning, Estate Organizations, Wealth Management and Retirement Planning. He enjoys working with individuals and small business owners to help them reach their goals for themselves and their employees. Marvin is active in the following organizations: Past President and current board member of the National Association of Insurance & Financial Advisors, past Director and current member of the Cedar Rapids Area Estate Planning Council, past Commander and current member of the American Legion, an active member of the Daybreak Rotary Club and past council member and past committee chair of his Parish. Marvin also serves as Vice President of his condo association. He resides in Cedar Rapids, Iowa. You can contact Marvin at [email protected] or his direct line (319) 395-9050.

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Clark E. Schulte

Registered Representative

Clark began his career in the financial services industry in 2005. In 2006, he joined The Financial Specialists, Inc. Clark was born, raised and educated in Cedar Rapids, and he is proud to be considered by his peers as an outstanding member of the community. He specializes and enjoys addressing client financial needs with personal retirement and insurance solutions, business benefits and executive compensation planning. Not only does Clark enjoy what he does professionally, but also enjoys golfing at one of the many Cedar Rapids' golf courses. Clark resides in Cedar Rapids. You can contact Clark at [email protected] or (319) 393-6149, x107.

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Jordan Funke

Registered Representative

Jordan began his career in the financial services industry in 2011 as an intern with The Financial Specialists. He joined The Financial Specialists, Inc. full-time in 2012 as a career agent. He has Series 6 & 63 licenses. Jordan graduated in 2013 with a Bachelor's Degree at the University of Iowa in Communications. Jordan resides in North Liberty and loves physical fitness, athletics, the outdoors, and traveling. You can contact Jordan at [email protected] or (319) 393-6149, x108.

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Gary R. Young, CLU, ChFC

Registered Representative

Gary has been in the financial services industry since 1973. He specializes in Employer Sponsored Group Insurance and Retirement Plans, and Fee-based Financial Planning for business owners and key employees. Gary loves to help motivated people improve the quality of their lives with financial products. You can contact Gary at his office (319) 393-8434 or email [email protected]. Website is www.thefinancialgroup.biz. Investment advisory services offered through O.N. Investment Management Company and Financial Design Services, Inc. O.N. Investment Management Company and Financial Design Services, Inc. are not affiliated.

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Deb K. Roth

Registered Representative

Deb began her career in the financial services industry in 1999. Before that, she was in management and then was a stay home mom. She currently is Series 6, 63 registered and has her real estate license. She specializes in, and enjoys teaching and working with women about investing and planning their financial futures. Deb and her husband, Reg reside in Wayland, Iowa with their three sons. You can contact Deb at [email protected] or at her office in Wayland, Iowa at (319) 256-7200.