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BUILDING LIFELONG RELATIONSHIPS ROOTED IN PERFORMANCE AND TRUST

At Wall Street Financial Group, our sole focus is YOU.

Here’s our story. We look forward to hearing yours.

Our firm’s mission is to provide insightful and timely financial planning and investment advice for clients of all ages and walks of life. Our emphasis includes retirement, investment, educational savings, legacy, insurance and tax planning.

Carl W. Zeidler, CFP® , MSFS
Director of Financial Planning and Investment Services

Carl has been involved in the securities and insurance industries since 1975. He founded Wall Street Financial Group, Inc. in 1988 and has offices in Carlinville, Champaign and Bourbonnais, Illinois and Memphis, Tennessee.

Among the many designations and degrees Carl has received are the Bachelor of Arts degree from the University of Illinois and the Master of Science in Financial Services degree (MSFS) that he obtained from The American College in Bryn Mawr, PA. Carl also holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®), and Chartered Advi-sor for Senior Living (CASL®) designations.

Carl is a 29 year member of the Million Dollar Round Table (MDRT) and has achieved Court of the Table status nine years and Top of the Table for the last nine consecutive years. In addi-tion, he is a Diamond Knight contributor to MDRT’s Charitable Foundation and is a member of the 2017 MDRT’s Charitable Foundation Finance and Investment Committee.

He is a member of the American Association of Independent Advisors (AAIA), the National Association for Fixed Annuities (NAFA) and the Financial Services Institute (FSI). Carl also is a member of Ed Slott’s Elite IRA Advisor Group.

Carl is also a member of National Association of Insurance and Financial Advisors (NAIFA) and has served as a past president of the Central Illinois local association of NAIFA. He has served as the Life Underwriter Training Counsel’s Coordinator in 1987 and 1988 and is a past instructor in every section of LUTC coursework. Carl is a 2012 graduate of the NAIFA’s Leadership in Life Institute (LILI). He currently serves as secretary/treasurer on the NAIFA State Board of Directors.

Zach Gray, CRPC, LACP
Partner, Investment Adviser Representative

Zach Gray has worked in the insurance and financial services industry for over a decade. He originally met his business partner, Carl, through a Leadership in Life Institute (L.I.L.I.) program in 2011, where they struck up a friendship and respect for each other’s practices. Realizing that they shared a similar vision centered on always doing the right thing, the two grew their friendship through the sharing of ideas, strategies and passion for financial planning. As Zach began to explore the path to becoming a fiduciary and building an ethical practice around his own morals, Carl was an invaluable mentor. Zach jumped at the opportunity when Carl invited him to join Wall Street Financial Group in 2016.

Zach has a bachelor’s degree in education from the University of Illinois, where he played football for the Fighting Illini. He passed the Series 6, 63 and 65 securities exams and holds a license for property/casualty and life/health insurance in Illinois, Indiana and Missouri. He recently earned his Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. It was during this training that he decided he wanted to focus on the financial planning side of the business, which often includes the use of insurance and investment products.

Zach is most passionate about his family, including his wife, Jenna, and their daughter, Roh. In his free time, Zach enjoys spending time with his family and embracing his rural roots, whether at a cattle show or simply working around his farm.

***Check the background of Zach Gray on FINRA’s BrokerCheck***

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@wallstreetfinancialgroup.org or call us at 800-303-9255 today!

Retirement Planning Kit

Request our retirement kit that addresses several topics you should consider when planning your retirement.
  • Our firm’s mission is to provide insightful and timely financial planning and investment advice for clients of all ages and walks of life. Our emphasis includes retirement, investment, educational savings, legacy, insurance and tax planning.

    Privacy Policy | Terms

    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.

    Zach Gray offers investment advisory services through AE Wealth Management, LLC.

    Carl Zeidler offers investment advisory services through Wall Street Financial Group, Inc. Wall Street Financial Group, Inc. is a registered investment adviser in Illinois, Missouri, and Tennessee.

    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.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    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.

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