Advisor Profile

Carl Valerius

Director, Retirement Plan Advisory Services

Carl helps people achieve their retirement goals so they can live their best lives.

Carl has 30 plus years of experience providing recordkeeping services and consulting to qualified retirement plans of all sizes. He helps clients with a variety of technical questions and makes sure the plan’s recordkeeper is meeting the client’s expectations. Carl also prepares benchmarking reports and attends plan committee and employee education meetings.

Carl enjoys tailgating and attending NIU football games with friends, walking with his white boxer Addison, and spending Sunday afternoons with his fiancé and friends listening to live music at their favorite pub.


  • Qualified Pension Administrator (QPA) & Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA)


  • Bachelor of Science, Finance, Northern Illinois University