Jennifer Karch, financial advisor Barrington IL

Jennifer Karch

CRD Number: 5960087
Current Firm: Carter Financial Group, Inc.

Jennifer Karch (CRD# 5960087) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has over 10 years of experience in the finance industry. Jennifer Karch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Charles Melka, financial advisor Barrington IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Barrington IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Barrington IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Professional Designations
Company Name Location Dates Years
Carter Financial Group Barrington, IL Jun 2011 - Current 12
Voya Financial Advisors Barrington, IL Sep 2014 - Oct 2019 5
Ing Financial Partners Barrington, IL Aug 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Jennifer A. Karch
Phone Number: 847-713-2700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    291
    MILLIONS
  • Total Number of Accounts
    1,986
    ACCOUNTS
  • Average Account Value
    $146,522
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, NH, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.