Karen Dowling (CRD# 6635097) is an Investment Advisor Representative working at Chancellor Financial Services, Inc. in Orland Park, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dowling Legacy & Retirement, Inc. | Mokena, IL | Mar 2023 - Current | 1 |
| Winterest Drive 10727, LLC | Orland Park, IL | Sep 2021 - Current | 2 |
| Dowling Foundation Fka Patriots For People, Inc. | Mokena, IL | Jul 2019 - Current | 4 |
| Chancellor Financial Services, Inc. | Orland Park, IL | Apr 2017 - Current | 7 |
| Dowling Consulting Services, Inc. | Mokena, IL | Jan 2016 - Mar 2023 | 7 |
| Sterling Tax Pros, Inc. | Mokena, IL | Nov 2019 - Jan 2023 | 3 |
| Team National | Mokena, IL | Apr 2017 - Dec 2021 | 4 |
| New You Coaching | Las Vegas, NV | Apr 2008 - Dec 2021 | 13 |
| Ronald R. Dowling, Inc. | Mokena, IL | Apr 2017 - Dec 2019 | 2 |
| Gradient Advisors, LLC | Arden Hills, MN | Apr 2016 - Mar 2017 | < 1 |
| Chancellor Financial Services, Inc. | Mokena, IL | Aug 2015 - Mar 2017 | 1 |
| Dowling Financial Services, Inc. | Mokena, IL | May 2015 - Oct 2015 | < 1 |
| Estate Planning Consultants, Inc. | Mokena, IL | May 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- IL
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$138,366
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL
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