Who We Are
At the age of 24, Carl Zeidler began working in the financial services industry, following in the
footsteps of his grandfather. After years of working for captive insurance companies and broker-dealers, he decided to set off on his own. In 1988 he founded Wall Street Financial Group, Inc., a Registered Investment Advisor (RIA).
Being an independent RIA means being held to a higher legal standard—It means we are required to act in our client’s best interest at all times when offering investment advice, it means acting as a fiduciary. In addition to offering investment advice, we are also proud to provide a range of insurance products including life insurance, annuities, long-term care insurance, and disability income
insurance. Offering our clients these options allows us to provide more complete financial strategies. When selling insurance products, we act in a broker capacity, meaning we do not work for one insurance company. We provide our clients with multiple options from multiple carriers to find the policy that fits their situation the best.
In 2017, Carl’s son, John Zeidler, joined the practice. John has a master’s degree in accounting
and is a certified public accountant. John brings to the practice his knowledge of taxation and financial planning to expand the services we currently provide to our clients.
Carl Zeidler, CFP®, MSFS
Founder & President
Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group in 1988 and now has offices in Carlinville, Bloomington, and Marion, IL, as well as in Memphis, Tennessee. Carl has earned many designations and degrees, including a Bachelor of Arts from the University of Illinois and a Master of Science in financial services degree (MSFS) from The American College. Carl also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®) and Chartered Advisor for Senior Living (CASL®). In is his free time, Carl enjoys traveling, gardening and making memories with his five children, four grandchildren, and wife, Cynda.
Office: (217) 854-2691 ext 3
Cell: (217) 825-5500
John Zeidler, CPA, MSA
John started his career in 2017 with Wall Street Financial Group, Inc., following in his father’s footsteps. He earned a Bachelor of Science in Accounting, magna cum laude, from the Southern Illinois University of Edwardsville in 2018 and a Master of Science in Accounting with a focus in taxation the following year. In 2020, John earned his Certified Public Accountant (CPA) license. He focuses on using his tax knowledge to help his clients make better financial decisions. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and is a member of the American Institute of Certified Public Accountants (AICPA). In his free time, he enjoys camping and kayaking with his friends and family.
Office: (217) 854-2691 ext 4
Cell: (618) 580-5403
Director of Client Services
Cathy uses her people skills and organizational prowess to help clients realize their retirement dreams. Cathy got her start in the industry in 1991 at Wall Street Financial Group. Since then, she has used her strong work ethic, love of people and genuine desire to improve clients’ futures to help her grow into the role of director. She loves creating a customer experience that reflects Wall Street Financial Group’s dedication to providing the very best retirement strategies. Cathy earned her associate degree from Robert Morris University in accounting and computer business systems. In her free time, Cathy enjoys looking for antiques with her husband and cruising in their 1968 Plymouth Barracuda. They also share their home with four sassy cats!
Please reach out to Cathy for questions regarding account balances, past trades, transfers, beneficiary arrangements, or any other general account inquiries.
Phone: (217) 854-2691 ext 2
Lacy Walton, MSW
Director of Marketing
Lacy got her start at Wall Street Financial Group in 2018 as our director of marketing. Lacy primarily schedules appointments, organizes all client and educational events, and manages all of Wall Street Financial Group’s social media and advertising. Lacy graduated cum laude with her Bachelor of Science degree in Social Work from Southern Illinois University Edwardsville in 2008. Lacy also received her Master of Science in Social Work (MSW) from Southern Illinois University Edwardsville in 2012, graduating with a 4.0 GPA. Lacy’s background in Social Work provides special insight into how to create a comfortable environment for clients, staff, and business associates. Lacy was recently married in 2019 and enjoys spending time with her husband, her 2 dogs, and her 2 cats on her family farm. She is an avid reader and loves spending her weekends with friends and family enjoying the outdoors.
Please reach out to Lacy to schedule a visit with Carl and John, RSVP for an event, or for general inquiries!
Phone: (217) 854-2691 ext 1
Cell: (217) 825-7096
Schedule a Meeting
*Ed Slott’s Elite IRA Advisor Group (“Ed Slott”) is a membership organization. Qualifying criteria includes payment of annual dues and attendance of workshops. Membership with Ed Slott in no way implies that Carl Zeidler is an IRA distribution expert. Ed Slott is not affiliated with Wall Street Financial Group.
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