Advisor at Chancellor Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chancellor Financial Services, Inc.
Location
Orland Park, IL 60467
Credentials
Series 65
Industry experience
9 years
Karen Dowling is a Series 65 licensed financial advisor with nine years of industry experience, currently serving as the principal at Chancellor Financial Services, Inc. in Orland Park, IL. She has held leadership roles in several related businesses, including Dowling Legacy & Retirement, Inc., where she focuses on insurance sales and legacy planning, and she is also CEO of the Dowling Foundation, a nonprofit organization. Chancellor Financial Services, Inc. provides discretionary portfolio management, financial planning, and ongoing financial coaching to individuals, trusts, estates, corporations, and charitable organizations. The firm oversees approximately $26.4 million across 85 client accounts and offers public seminars and structured coaching programs alongside its investment management services.
Based on Chancellor Financial Services, Inc.
Based on Chancellor Financial Services, Inc.
Financial Coaching Programs: 90 days (8 sessions) - $1,200; 6 months (15 sessions) - $2,175; 12 months (25 sessions) - $3,500; Discovery Session: $150 for one hour session; Financial Coaching ongoing: $150 per month
All Assets+: 1.00% annually
$150 per hour for financial planning services
Account minimum: $100,000
10727 Winterset Drive
Orland Park, IL 60467
Illinois · Texas
Dowling Legacy & Retirement, Inc.
2023 - Present (3 years)
Winterest Drive 10727, LLC
2021 - Present (5 years)
Sterling Tax Pros, Inc.
2019 - 2023 (4 years)
Dowling Foundation fka Patriots for People, Inc.
2019 - Present (7 years)
Chancellor Financial Services, Inc.
2017 - Present (9 years)
Team National
2017 - 2021 (4 years)
Ronald R. Dowling, Inc.
2017 - 2019 (2 years)
Gradient Advisors, LLC
2016 - 2017 (1 year)
Dowling Consulting Services, Inc.
2016 - 2023 (7 years)
Chancellor Financial Services, Inc.
2015 - 2017 (2 years)
New You Coaching
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
Series 63
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Lenox Capital Management, Inc.
CFP®
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CFP®, Series 66
Frankfort, IL
Regal Oak Financial, LLC
Series 66
Tinley Park, IL
DMC Capital Management Inc
CFP®, Series 63, Series 65
Flossmoor, IL
OmniDivitia Wealth Management, Inc.
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