Wall Street Financial Group, Inc. logo

Wall Street Financial Group, Inc.

Updated today

Client assets under management

$179,561,895

Clients

425

11% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

142

Very High

Average account size

$422,499

About

Wall Street Financial Group serves individual investors, including both high-net-worth and non‑HNW clients, and reports relationships with state and municipal government entities. The firm offers advisory services focused on portfolio management and financial planning and discloses an insurance brokerage capability in its brochure.

The firm describes an ongoing, client‑focused approach that combines discretionary portfolio management with periodic account reviews and financial planning. It integrates investment advice with insurance planning, using licensed insurance activities alongside asset management to address client needs.

Distinctive features include a practice of offering educational seminars and workshops and maintaining an affiliated insurance broker/agent activity, supported by multiple professional insurance and financial designations listed in the brochure (for example, CFP®, CLU®, LUTCF® and related credentials). The firm operates with three advisors and manages roughly $188 million for about 425 clients, reflecting a mix of individual and public‑sector relationships that is uncommon among peers.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance

Occupation focus

Self-Employed Founder/Business Owner

Main office location

Wall Street Financial Group, Inc.

1 Wall St

Carlinville IL 62626, United States

Number of offices

3

Most active in

Illinois · Missouri · Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carl Z

CFP®, Series 63, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. in Carlinville, IL. His prior experience includes roles at Kestra Advisory Services, LLC and NFP Securities, Inc. Outside of his advisory work, he owns and operates an insurance agency under Carl W Zeidler, PLC. Wall Street Financial Group, Inc. provides financial advice to individuals, businesses, local governments, and pension plans, offering portfolio management, pension consulting, and insurance services. The firm tailors investment portfolios based on client suitability and serves a diverse client base, including state and municipal entities.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
user avatar

John Z

CFP®, PFS™, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience, currently serving at Wall Street Financial Group, Inc. since 2017. Prior to his advisory role, he worked at Sam's Club and Panera Bread. Outside of his advisory duties, he is a licensed insurance agent specializing in life, health, critical illness, disability, and long-term care insurance, and he also manages a tax preparation business as a CPA. Wall Street Financial Group advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm serves both high-net-worth and non-HNW clients and is noted for its work with state and municipal clients and pension plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
user avatar

Brenden B

CFP®, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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