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

Aug
10
Fri
8:00 am 2018 Water Ski Show National Cha...
2018 Water Ski Show National Cha...
Aug 10 @ 8:00 am – Aug 12 @ 6:00 pm
The Rock Aqua Jays will host the 2018 Water Ski Show National Championship at RAJ Stadium, Traxler Park, in Janesville WI. 3 days of the best in show skiing competition .
Nov
16
Fri
4:00 pm Meander Downtown
Meander Downtown
Nov 16 @ 4:00 pm – 8:00 pm
Meander Downtown @ Downtown Janesville
Join in the fun as you meander around the downtown and visit participating businesses as they celebrate a downtown Black Friday! You’ll find special offers, gift wrapping, and gifts with purchase as well as winter[...]
Nov
30
Fri
all-day Janesville Jolly Jingle
Janesville Jolly Jingle
Nov 30 – Dec 2 all-day
Janesville Jolly Jingle @ Downtown Janesville
Ring in the holiday season with this fun family getaway weekend, featuring a wide variety of activities for all ages including ice skating, live reindeer, a lighted parade, live theater, a holiday market, fireworks, a[...]

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