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Karen Prescia Dowling

Chancellor Financial Services, Inc.

Orland Park, IL

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Current Employers
Chancellor Financial Services, Inc.

10727 Winterset Drive, Orland Park, IL 60467 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-08
IL RA APPROVED 2017-04-04
  • TX RA
    APPROVED_RES
    Since 2024-10-08
  • IL RA
    APPROVED
    Since 2017-04-04

Branch Locations

10727 Winterset Drive, Orland Park, IL 60467 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors, Llc Arden Hills MN 04/2016 03/2017
Dowling Consulting Services, Inc. Mokena IL 01/2016 03/2023
New You Coaching Las Vegas NV 04/2008 12/2021
Chancellor Financial Services, Inc. Orland Park IL 04/2017 Present
Chancellor Financial Services, Inc. Mokena IL 08/2015 03/2017
Ronald R. Dowling, Inc. Mokena IL 04/2017 12/2019
Team National Mokena IL 04/2017 12/2021
Sterling Tax Pros, Inc. Mokena IL 11/2019 01/2023
Dowling Foundation Fka Patriots For People, Inc. Mokena IL 07/2019 Present
Winterest Drive 10727, Llc Orland Park IL 09/2021 Present
Dowling Legacy & Retirement, Inc. Mokena IL 03/2023 Present
  • 04/2016 → 03/2017
    Arden Hills, MN
  • 01/2016 → 03/2023
    Dowling Consulting Services, Inc.
    Mokena, IL
  • 04/2008 → 12/2021
    New You Coaching
    Las Vegas, NV
  • 04/2017 → Present
    Orland Park, IL
  • 08/2015 → 03/2017
    Mokena, IL
  • 04/2017 → 12/2019
    Ronald R. Dowling, Inc.
    Mokena, IL
  • 04/2017 → 12/2021
    Team National
    Mokena, IL
  • 11/2019 → 01/2023
    Sterling Tax Pros, Inc.
    Mokena, IL
  • 07/2019 → Present
    Dowling Foundation Fka Patriots For People, Inc.
    Mokena, IL
  • 09/2021 → Present
    Winterest Drive 10727, Llc
    Orland Park, IL
  • 03/2023 → Present
    Dowling Legacy & Retirement, Inc.
    Mokena, IL
Previous Registrations
Other Businesses

1) Dowling Legacy & Retirement, Inc.; Orland Park, IL - President/Insurance Agent - Insurance Sales, Business & Tax Planning, Legacy and Long Term Care Planning - 60 hrs/mo 2) Winterest Drive 10727, LLC - Owner; Real Estate Investing; Orland Park, IL - 5 hrs/mo during non-trading hours 3) Dowling Foundation fka Patriots for People, Inc. Non-profit organization; CEO/President; Located in Orland Park, IL - 5 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-03
  • S65 Uniform Investment Adviser Law Examination
    2016-03-03
Other Names
  • Karen Anne Bradley
  • Karen Prescia Reich
  • Karen Anne Lastra
  • Karen Anne Prescia

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