Rhett Funk

Advisor at Edward Jones

Updated today

Location

Carmi, IL 62821

Credentials

Series 66

Industry experience

< 1 year

About

Rhett Funk is a financial advisor with Edward Jones in Carmi, Illinois, holding a Series 66 designation. He began his financial advising career in 2025 after nine years with AES / Indianapolis Power & Light. Outside of his advisory role, he 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 pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies 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

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning

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

104 April Ave

Carmi, IL 62821

Most active in

Illinois · Texas

Work history

Edward Jones

2025 - Present (1 year)

AES / Indianapolis Power & Light

2016 - 2025 (9 years)

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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Steven S

Series 63, Series 65

Carmi, IL

StoneX Advisors Inc.

Steven Smith is a financial advisor with StoneX Advisors Inc. in Carmi, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Brooklight Place Securities. Since 2011, he has also operated Steven Smith Financial, providing financial services that include investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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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 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Kaylee A

Series 66

Carmi, IL

Edward Jones

Kaylee Adams is a Series 66 licensed financial advisor with Edward Jones in Carmi, Illinois, bringing two years of industry experience. Before joining Edward Jones in 2023, she worked at Vienna High School for eleven years. Outside of her advisory role, she serves as a board member of the Southern 14 Workforce Investment Board, Inc. and operates a photography business called Roaming Arrow Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65, Series 66

Carmi, IL

OSAIC

Melissa Crow is a financial advisor with OSAIC and holds Series 63, 65, and 66 licenses. She has been with OSAIC and CAVU Wealth Advisors since 2025. Prior to her financial advisory roles, she spent several years working in education and operated a truck and trailer sales business. Outside of finance, she co-owns and helps operate Skillet Fork Outfitters Inc., a hunting outfitting business in Carmi, Illinois. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory programs and investment solutions, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Lance B

Series 63, Series 65

Carmi, IL

OSAIC

Lance Barbre is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors and First National Bank of Carmi. Outside of his advisory role, Barbre serves as president of the White County Flying Club and is a board member of the SIC Foundation, which supports SIC Junior College. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired

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 Retired Founder/Business Owner Executive
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