JZ
CFP · PFS
JZ
CFP · PFS

John Zeidler

8 Years of Experience
Sells Insurance

John Zeidler is a CFP, PFS-designated registered investment advisor at Wall Street Financial Group, INC., based in Carlinville, IL, with 8 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$187.7M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Wall St, Carlinville, IL, 62626

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a licensed insurance agent selling life, health, critical illness, disability, and long-term care insurance since March 2018. He also co-owns real estate, dedicating minimal time to this business.

Employment History
Current Registrations
Wall Street Financial Group, INC.
January 2018 - Present · 8 yrs 3 mos
State Registrations2 states
ILMO
Advisor

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.

Exams
No exam information available for this advisor.
John Zeidler - Financial Advisor | TrueAdvisor