Carter Financial Group, Inc.

CRD 301025 · Barrington, IL · $382.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 301025
SEC number: 801-118263
Firm type: RIA
Assets under management: $382.2M as of Mar 5, 2026
Website: www.linkedin.com/in/kevin-k-carter-7687b84 ↗
Phone: 847-713-2700
Address: 222 South Cook Street, Barrington, IL, 60010

Advisors at this firm

5 in our index · page 1 of 1

Kevin Kenneth CarterCRD 1466159 · Barrington, IL

IA RegisteredBroker

Disclosure event(s) on record
Hannah Marie CarterCRD 7332760 · Barrington, IL

IA Registered
Stephanie Leigh HaganCRD 2459538 · Butler, TN

IA RegisteredBroker
Jennifer Ann KarchCRD 5960087 · Barrington, IL

IA RegisteredRegistration inactive
Teri Linn ShawCRD 4213164 · Morris, IL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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