Shade Financial Services, Inc.
(217) 942-3615
330 5th Street
Carrollton IL 62016
- About Us
Understanding Today's Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
- Meet the Team
Mark W. Shade
LPL Financial Advisor
phone:(217) 942-3615
fax: (217) 942-6677
Mark Shade, President of Shade Financial Services, Inc., is a Financial Advisor and has been working in the financial services industry since 1984. Mark's licensure includes series 06, 07, 26, 63, and 65 currently held with LPL Financial. Mark lives in Carrollton, Illinois with his wife Kollette. They have four children, Jessica, Jerrica and twin boys Kaleb and Dylan.
Stephanie Kemper
Office Manager
phone: 217-942-3615
fax: 217-942-6677
Along with being the friendly voice you hear when calling our office, Stephanie oversees the day to day operations of the office. When Mark says "we will get these forms to you" he actually means "Steph will take care of that". Stephanie resides in Winchester, Illinois and has two children, Breanna and Cameron.
Sean Nelson
Sales Assistant
phone: 217-942-3615
fax: 217-942-6677
email: sean.nelson@lpl.com
Sean currently holds his Series 7 and Series 66 licenses with LPL Financial. Sean attended LCCC and SIUE where he received a bachelor's degree in Civil Engineering. Sean and his wife, Hannah, both grew up in Calhoun County, and currently live in Hardin. They have a black lab, Frosty, and enjoy St. Louis Cardinals, Blues, and Rams games.
- Products & Services
We provide assistance in the following areas:
Investments
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k)
- Brokerage Accounts
- Fixed Annunity
- Variable Annuity
- Educational IRA
- 529 Plan
Financial Planning
- Retirement Plans
- Tax Planning
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Health Insurance
- Medicare Supplement
- Disability Income Insurance
- Long Term Care Insurance
