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    Jennifer Funk


    Check the background of this investment professional on FINRA's BrokerCheck

    About Jennifer

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    PRODUCTS AND SERVICES

    • IRA Consolidation/Rollovers
    • Financial Plans
    • Goals Based Wealth Management
    • Charitable Giving Strategies
    • Estate Conservation Strategies
    • Mutual Funds
    • Education Funding Strategies
    • Long-Term Care Insurance
    • Variable Annuities
    • Fixed Annuities
    • Disability Income Insurance
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Tax Sheltered Annuities, 403(b) Plans


    QUALIFICATIONS

    • CIMA®, Certified Investment Management Analyst
    • Licensed to sell Life & Health Insurance in OH, KY
    • Registered to offer securities products in OH, KY, IN, and FL
    • In financial services industry since 1986
    • BA, Economics, California State University, Fullerton
    • MBA, Finance, California State University, Long Beach

    PERSONAL

    • Resident of Loveland, OH since 1999
    • Children: Olivia and Vaughn
    • Den Leader, Cub Scouts, Pack 46

    ORGANIZATIONS

    • Board Member, LADD
    • Board Member, Llanfair Retirement Community

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Jennifer Funk is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Ohio, Kentucky

    I am licensed to sell Securities Products in the following jurisdictions:
    Kentucky, Ohio, Indiana, Florida

    Jennifer Funk , Cincinnati, OH

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