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Abigail Rexanne Funk

Advisor at Carson Wealth — Jackson, MI

Updated today

Credentials

Series 65

Experience

3 years

Location

Jackson, MI 49203

Carson Wealth logo

Carson Wealth

Enterprise

Total advisors

656

Across 225 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Abigail Funk is a financial advisor at Carson Wealth with a Series 65 designation and three years of industry experience. Her prior work includes roles at Avery Wealth, Inc. and Spring Arbor University. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

Client services

Based on Carson Wealth

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on Carson Wealth

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

Fixed fees for financial planning from $500 minimum up to $25,000 or more depending on complexity; flat annual investment management fees also available, billed quarterly in advance.

Percentage

$0+: up to 2.50% $0+: up to 2.00% (Variable Sub-Account Management Services) $50,000+: additional fee charged by iCapital $50,000+: additional fee charged by Orion Custom Indexing $10,000+: 55ip without tax management services $50,000+: 55ip with tax management services

Commissions

Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.

Project-based

Hourly fee up to $500 per hour for financial planning services depending on complexity.

Other

Fee-only: Hourly fees up to $500/hour; fixed fees from $500 up to $25,000 or more; True Wealth Plans fee 0.20% of assets with $3,500 minimum, discounted to 0.10% if assets transferred within 6 months.

Location

See office

Jackson, MI

2727 Spring Arbor Rd

Jackson MI 49203

Advisors at this office

3

Most active in

Michigan

Work history

3 years of industry experience

CWM, LLC

2024 - Present • 2 years

Omaha, NE

Avery Wealth, Inc

2024 - 2024 • 1 year

Jackson, MI

Avery Wealth, Inc.

2022 - 2024 • 2 years

Jackson, MI

Spring Arbor University

2020 - 2023 • 3 years

Spring Arbor, MI

Spring Arbor University

2020 - 2022 • 2 years

Spring Arbor, MI

McDonald's

2019 - 2022 • 3 years

Alpena, MI

Mhsaa

2018 - 2020 • 2 years

Hillman, MI

AJ's Berry Farm

2016 - 2019 • 3 years

Lachine, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert M

Series 63, Series 65

Jackson, MI

RMG Advisory Services

Robert Messner is a financial advisor at RMG Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RMG Advisory Services since 2013. In addition to his advisory role, he operates an individual insurance producer business and provides engineering and business development services through his parent company, The Robert Messner Group, LLC. RMG Advisory Services serves individuals, families, small businesses, trusts, and nonprofit organizations by offering investment management, financial planning, and hourly advice. The firm employs an asset-class, diversification-focused investment approach with long-term strategic allocation and primarily non-discretionary account management.

Wealth management Founder/Business Owner
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Nicholas R

Series 65

Clarklake, MI

Wittlin Advisory

Nicholas Reynolds is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Dillon & Associates. Wittlin Advisory is a fee-only investment management firm serving primarily high-net-worth individuals, families, and foundations. The firm customizes portfolios based on client goals and risk tolerance, using fundamental analysis and a variety of investment vehicles including mutual funds, ETFs, private investments, and digital assets.

Private / alternative investments
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Adriaan V

Series 65

Jackson, MI

Richmond Brothers, Inc.

Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
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Matthew C

CFP®, Series 63, Series 65

Jackson, MI

Richmond Brothers, Inc.

Matthew Curfman is a CFP® with 15 years of experience in the financial industry, currently serving at Richmond Brothers, Inc. since 2011. He is also involved with the Jackson YMCA Board of Directors as Chief Volunteer Officer and manages a private fund through RBI PI Manager, LLC. Richmond Brothers, Inc. manages approximately $240.6 million for individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing diverse investment strategies and sponsoring private placement funds for accredited investors.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
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Daniel V

CFP®, Series 66

Jackson, MI

Richmond Brothers, Inc.

Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
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David R

ChFC®, Series 63, Series 65

Jackson, MI

Richmond Brothers, Inc.

David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
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