Carl Zeidler
Carl Zeidler is a CFP-designated registered investment advisor at Wall Street Financial Group, INC., based in Carlinville, IL, with 43 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 425 clients with $190M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 Wall St, Carlinville, IL, 62626
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2024Customer Dispute
January 2024Customer Dispute
September 2023Regulatory
October 2010Other Business ActivitiesSells Insurance
Carl is a licensed insurance agent and owner of Carl W Zeidler, PLC, selling and servicing insurance products, dedicating about 10-20% of his time. He also owns the office building rented by Wall Street Financial Group, Inc., and is the President and Owner of Wall Street Financial Group, Inc., also spending about 10-20% of his time selling insurance products.
Employment History
Current Registrations
Wall Street Financial Group, INC.
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Wall Street Financial Group, INC.
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.