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John Zeidler

Advisor at Wall Street Financial Group, Inc.

Updated today

Location

Carlinville, IL 62626

Credentials

CFP®, PFS™, Series 65

Industry experience

8 years

About

John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience, currently serving at Wall Street Financial Group, Inc. since 2017. Prior to his advisory role, he worked at Sam's Club and Panera Bread. Outside of his advisory duties, he is a licensed insurance agent specializing in life, health, critical illness, disability, and long-term care insurance, and he also manages a tax preparation business as a CPA. Wall Street Financial Group advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm serves both high-net-worth and non-HNW clients and is noted for its work with state and municipal clients and pension plan sponsors.

Client services

Based on Wall Street Financial Group, Inc.

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Wall Street Financial Group, Inc.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance

Occupation focus

Based on Wall Street Financial Group, Inc.

Self-Employed Founder/Business Owner

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Location

1 Wall St

Carlinville, IL 62626

Most active in

Illinois · Missouri

Work history

Wall Street Financial Group, Inc.

2017 - Present (9 years)

Sam's Club

2016 - 2017 (1 year)

Panera Bread

2015 - 2016 (1 year)

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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Carl Z

CFP®, Series 63, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. in Carlinville, IL. His prior experience includes roles at Kestra Advisory Services, LLC and NFP Securities, Inc. Outside of his advisory work, he owns and operates an insurance agency under Carl W Zeidler, PLC. Wall Street Financial Group, Inc. provides financial advice to individuals, businesses, local governments, and pension plans, offering portfolio management, pension consulting, and insurance services. The firm tailors investment portfolios based on client suitability and serves a diverse client base, including state and municipal entities.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Brenden B

CFP®, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy

Kelly S

Series 66

Litchfield, IL

Edward Jones

Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved as a distributor for Advocare, a supplements and vitamins business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Michael H

CFP®, Series 66

Carlinville, IL

Edward Jones

Michael Hadley is a Certified Financial Planner® professional with 11 years of industry experience, all with Edward Jones since 2015. He is based in Carlinville, IL. Outside of advisory work, he owns land that generates farming income under a conservation reserve program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Matthew A

Series 66

Gillespie, IL

LPL Financial

Matthew Alepra is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Alepra Investment Group. 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 and a large network of investment adviser representatives.

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