Karen Dowling
Karen Dowling is a registered investment advisor at Chancellor Financial Services, INC., based in Orland Park, IL, with 9 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 85 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable. CFS also uses third-party managers like Orion Portfolio Solutions and Gradient Investments, which have their own fee structures.
Fee Estimator
Location
10727 Winterset Drive, Orland Park, IL, 60467
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2025Customer Dispute
March 2025Other Business ActivitiesSells Insurance
Karen is the President and an Insurance Agent at Dowling Legacy & Retirement, Inc., focusing on insurance sales, business & tax planning, legacy and long-term care planning, taking about a third of her time. She also owns Winterest Drive 10727, LLC, a real estate investment company, and is the CEO/President of Dowling Foundation, a non-profit organization, dedicating minimal time to each.
Employment History
Current Registrations
Chancellor Financial Services, INC.
Previous Registrations
Gradient Advisors, LLC
State Registrations2 states
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.