Rhett W Funk

Advisor at Edward Jones — Carmi, IL April Ave

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Carmi, IL 62821

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,136 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Rhett Funk is a financial advisor at Edward Jones in Carmi, Illinois, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for nine years at AES / Indianapolis Power & Light. Outside of his advisory role, Funk coaches middle school boys basketball for Richland County School District 1. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management

Occupation focus

Financial Professional

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Carmi, IL April Ave

104 April Ave

Carmi IL 62821

Advisors at this office

1

Most active in

Illinois · Texas

Work history

< 1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

AES / Indianapolis Power & Light

2016 - 2025 • 9 years

Petersburg, IN

Disclosures

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

Business activities & affiliations

user avatar

Steven S

Series 63, Series 65

Carmi, IL

Stonex Advisors Inc.

Steven Smith is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Edward Jones. In addition to his role at StoneX, he owns Steven Smith Financial, where he provides financial services, investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm utilizes a combination of independent advisors, proprietary models, and third-party money managers across multiple platforms to implement customized investment solutions.

ESG / Sustainable investing
user avatar

David H

Series 63, Series 66

Norris City, IL

LPL Financial

David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is involved with Grindstone Wealth Management LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)

Kaylee A

Series 66

Carmi, IL

Edward Jones

Kaylee Adams is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones in 2023, she worked for eleven years at Vienna High School. She serves as a board member for the Southern 14 Workforce Investment Board, Inc. and owns Roaming Arrow Photography, a photography business based in Simpson, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
user avatar

Melissa C

Series 65, Series 63, Series 66

Carmi, IL

OSAIC

Melissa Crow is a financial advisor at OSAIC with one year of industry experience. She holds Series 65, Series 63, and Series 66 credentials. Prior to entering the financial industry, she was involved in W & W Truck and Trailer Sales LLC and worked as a homemaker and in education at Grayville CUSD #1. Outside of her advisory role, Crow co-owns and helps operate Skillet Fork Outfitters Inc., a hunting outfitting business in Carmi, Illinois. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers a range of integrated financial services and employs various asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Lance B

Series 63, Series 65

Carmi, IL

OSAIC

Lance Barbre is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024, following nine years at Securities America Advisors and Securities America Inc. Barbre is also president of the White County Flying Club and serves as a board member of the SIC Foundation. Osaic Wealth, Inc. serves a diverse clientele including retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Andy A

Series 66

Carmi, IL

Edward Jones

Andy Acord is a Series 66-licensed financial advisor at Edward Jones in Carmi, Illinois, with 10 years of industry experience, all spent at Edward Jones. Outside of his advisory role, he owns rental property in Carmi that is leased to Edward Jones. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Income planning Wealth management Retired Founder/Business Owner Executive
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