Classifieds

Shade Financial Services, Inc.

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@lpl.com

 

 

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

stephanie.kemper@lpl.com

 

 

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
Views: 616 | Updated: Dec, 27, 2018 | Added: May, 3, 2018

200 W. Third Street | Alton, IL 62002
Suite 200
618.465.9850