CRD: 289051
Wall Street Financial Group, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-27-2017
- Office Locations
- 1
Office Locations
About Wall Street Financial Group, Inc.
Wall Street Financial Group is a Carlinville, IL-based RIA founded in 1988 by CFP® Carl W. Zeidler. The firm provides financial planning and portfolio management for individuals and families, with a focus on retirees, business owners, and entrepreneurs. Portfolios are primarily ETF-based with fixed-income exposure, and advice emphasizes tax-efficient strategies led by CFP®/CPA John Zeidler (tax-focused advisor and adjunct finance professor). Custodies with Schwab.
Team overview
Insights
Client Personas
Custodian
Services
Technology
Owner & Executives
John Austin Zeidler
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6897444
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Brenden Brown
Financial Advisor
- CRD
- #7498085
CARL WILLIAM ZEIDLER
Investment Advisor
- CRD
- #1065485
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,678,567 | $155,363 |
| Non-Discretionary | $0 | -- |
| Total | $187,678,567 | $155,363 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing