Jennifer
Karch
Carter Financial Group, Inc
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About this Advisor
Jennifer Karch is a certified financial planner based in Barrington, Illinois, with 4 years of relevant experience. Karch is on the advisory team at Carter Financial Group, Inc. The advisor has gained experience at Ing Financial Partners, Depaul University, Carter Financial Group and Voya Financial Advisors. Karch maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Carter Financial Group, Inc is a registered investment firm based out of Barrington, IL. The company has a total of nine people on staff. It handles $233 million in total assets among its 1,959 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,959 accounts, just 6% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on the financial services offered. However, fee types billed by Carter Financial Group, Inc likely are comprised of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carter Financial Group, Inc Brokerage Details
$233,323,291
9
1,959
$119,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jennifer Karch Work History
Jennifer has been registered as a financial advisor for 4 years.*
Carter Financial Group
Voya Financial Advisors
Ing Financial Partners
Depaul University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Karch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carter Financial Group, Inc
Barrington, IL
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Morris, IL
Barrington, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
