Karl & Associates

www.chadkarl.com33 E Racine St
Janesville, WI 53545
608-758-2222
www.chadkarl.com

Hours

Mon-Fri: 8am-5pm

Karl & Associates

Chad Karl – Certified Financial Planner™ Professional

Chad works with you to help effectively and expertly pursue and attain your personal financial goals. Chad J. Karl has over 20 years of knowledge providing wealth management services. He will work with you to create a personalized wealth management plan and long term investment strategies to potentially help you maximize your income while potentially reducing your downside risk, minimize your taxes to ensure you can afford to maintain your lifestyle, and protect and preserve your assets while making sure you have enough money as long as you live.

Chad graduated from the University of Wisconsin – Whitewater with a bachelor’s degree in Finance/Economics.  Chad is a long standing member of AARP, Wisconsin Retired Teachers Association, Financial Planning Association, Financial Services Institute, and American Association of Long Term Care Insurance.

Chad resides in Elkhorn with his wife, Kimberly, and her son, Riley.  When not in the office, Chad enjoys golfing, biking, boating, reading, skiing, traveling with his wife, and is an active member of Lakeland Community Church in Lake Geneva.

 

 

Securities offered thru Sterne Agee Financial Services, Inc., member FINRA /SIPC Advisor services offered thru Sterne Agee Investment Advisory Services, Inc.

Securities and advisor activities supervised from 4407 Belmont Ave.

Youngstown, OH 44505 1-800-589-2023.

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Calendar of Events

Sep
21
Fri
8:00 pm JPAC Improv Comedy Troupe
JPAC Improv Comedy Troupe
Sep 21 @ 8:00 pm – 10:00 pm
Janesville’s Improv Comedy Troupe is a comical, unscripted theatrical improv show. Local improvisers will pick suggestions from the audience and turn around and create a spontaneous show filled with humor and music backed by live[...]
Sep
22
Sat
1:00 pm Fall Rock River Wine Walk
Fall Rock River Wine Walk
Sep 22 @ 1:00 pm – 5:00 pm
Fall Rock River Wine Walk
This year the Fall Rock River Wine Walk is presented by: Blackhawk Community Credit Union. Pick up your commemorative wine glass and taste 14 different wines (and 1 mystery pour!) at your favorite downtown businesses![...]
1:30 pm Cocktail Class: Shake it Up with...
Cocktail Class: Shake it Up with...
Sep 22 @ 1:30 pm – 3:00 pm
Not too long ago, about the only bitters you could find were Angostura. Now there are literally dozens of different options available. Learn how bitters can take your cocktails from good to great in this[...]
4:30 pm Pack the Patio with Zac Matthews
Pack the Patio with Zac Matthews
Sep 22 @ 4:30 pm – 7:30 pm
Head downtown for the Fall Wine Walk and make your last stop the Bodacious Shops! You’ll end your evening with great music by Zac Matthews with great views of the river. Beverages and appetizers available.[...]
7:00 pm 2nd Annual Pirate Party
2nd Annual Pirate Party
Sep 22 @ 7:00 pm
Cheap Beer Costume Contest Piratey Stuff All ages Arrrrrgh!

Contact Us

Downtown Janesville Inc
PO Box 8081
Janesville, WI 53547
Email:
info@downtownjanesville.com

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www.chadkarl.com33 E Racine St
Janesville, WI 53545
608-758-2222
www.chadkarl.com

Hours

Mon-Fri: 8am-5pm

Karl & Associates

Chad Karl – Certified Financial Planner™ Professional

Chad works with you to help effectively and expertly pursue and attain your personal financial goals. Chad J. Karl has over 20 years of knowledge providing wealth management services. He will work with you to create a personalized wealth management plan and long term investment strategies to potentially help you maximize your income while potentially reducing your downside risk, minimize your taxes to ensure you can afford to maintain your lifestyle, and protect and preserve your assets while making sure you have enough money as long as you live.

Chad graduated from the University of Wisconsin – Whitewater with a bachelor’s degree in Finance/Economics.  Chad is a long standing member of AARP, Wisconsin Retired Teachers Association, Financial Planning Association, Financial Services Institute, and American Association of Long Term Care Insurance.

Chad resides in Elkhorn with his wife, Kimberly, and her son, Riley.  When not in the office, Chad enjoys golfing, biking, boating, reading, skiing, traveling with his wife, and is an active member of Lakeland Community Church in Lake Geneva.

 

 

Securities offered thru Sterne Agee Financial Services, Inc., member FINRA /SIPC Advisor services offered thru Sterne Agee Investment Advisory Services, Inc.

Securities and advisor activities supervised from 4407 Belmont Ave.

Youngstown, OH 44505 1-800-589-2023.

Anchor Sponsors