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Jennifer Ann Karch

CARTER FINANCIAL GROUP, INC.·BARRINGTON, Illinois
Unclaimed Profile
200 N. NORTHWEST HIGHWAY, BARRINGTON, IL 60010CRD# 5960087Firm CRD# 301025
01

About

Jennifer Ann Karch is a registered financial advisor based in BARRINGTON, Illinois, affiliated with CARTER FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CARTER FINANCIAL GROUP, INC.
CARTER FINANCIAL GROUP, INC.
AUM
$291M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CARTER FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5960087
Firm CRD# 301025
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Ann Karch offer?
Jennifer Ann Karch specializes in Financial Planning, Investment Management. Contact their office in BARRINGTON, Illinois for a consultation.
What are Jennifer Ann Karch's credentials?
Jennifer Ann Karch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ann Karch located?
Jennifer Ann Karch is based in BARRINGTON, Illinois, working with CARTER FINANCIAL GROUP, INC.. Their office serves clients in the BARRINGTON metropolitan area and surrounding communities.
How does Jennifer Ann Karch charge for services?
Jennifer Ann Karch's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARTER FINANCIAL GROUP, INC.?
CARTER FINANCIAL GROUP, INC. has approximately 9 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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