CARTER FINANCIAL GROUP, INC. of BARRINGTON, IL is an SEC-registered investment adviser (CRD 301025). Regulatory assets under management: $382.2M.
Compensation: % of AUM, Fixed, Commissions.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Kevin Kenneth Carter | PRESIDENT | — |
| Stephanie Leigh Hagan | MEMBER | — |
| Jennifer Ann Karch | MEMBER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| CARTER KEVIN KENNETH | PRESIDENT | — |
| HAGAN STEPHANIE LEIGH | MEMBER | — |
| KARCH JENNIFER ANN | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MORRIS | IL | 2 | 815-343-0447 |
| MORRIS | IL | 2 | 815-343-0447 |
| — | — | 1 | 847-713-2700 |
| — | — | 1 | 847-713-2700 |