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Here’s our story. We look forward to hearing yours.
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 and a certified financial planner. John brings to the practice his knowledge of taxation and financial planning to expand the services we currently provide to our clients.
Wall Street Financial Group, Inc., an Illinois corporation, is a Registered Investment Adviser in the states of Illinois, Missouri, and Tennessee. Carl Zeidler and John Zeidler offer investment advice through Wall Street Financial Group, Inc.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Wall Street Financial Group is stated or implied.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table.The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Wall Street Financial Group, Inc is stated or implied.
Forum 400 are paid membership organizations.
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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, five grandchildren, and wife, Cynda.
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 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, and then in 2022 he earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He focuses on using his tax knowledge to help his clients make better financial decisions. He is an active member in National Association of Insurance and Advisors and a member of the American Institute of Certified Public Accountants (AICPA). John is also an adjunct professor of finance at Blackburn College in Carlinville, IL. In his free time, he enjoys camping and kayaking with his wife, Kaitlen, and his two daughters, Madi and Luna.
Knowing his love for helping others and working with people, Brenden set out to begin a career in the Financial Planning Industry. He began his studies at Lincoln Land Community College where he graduated in 2019. Later that year he enrolled in Illinois State University where he graduated in 2021 with a Bachelor of Science degree in Finance and a minor in Financial Planning. After beginning his career as an intern, Brenden joined the staff at Wall Street Financial Group in late 2021. In his free time Brenden loves to spend time outdoors with his dogs Reilly and Radar as well as spending as much time on the lake as he can. When he is not outside he is usually watching the Packers, Blues, or Cardinals.
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!
Lynne Gray recently joined Wall Street Financial in Carlinville, IL. Lynne brings with her 25 years of experience in assisting in Estate Planning Law, Real Estate and Trusts as well as many office and computer skills. Lynne also has experience in other areas as well from her home business as a skincare/makeup consultant with TruAura, as well as catering and baking for small groups. Lynne resides in Girard, IL and when not working is very active in volunteering with a variety of activities in her church, biking, walking and hanging out with her dog, Ziggy.
