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

Jun
8
Fri
all-day 608 Day
608 Day
Jun 8 all-day
608 Day @ Downtown Janesville
Help us celebrate living in the Great 608 with a day Downtown! –Yoga at 6:08 am –Ribbon cutting and celebration at the new Outdoor Fitness Court from 1-5pm -Specials throughout Downtown (check back for a[...]
1:00 pm Fitness Court Ribbon Cutting
Fitness Court Ribbon Cutting
Jun 8 @ 1:00 pm – 5:00 pm
A ribbon cutting event will be held to celebrate the grand opening of Wisconsin’s first outdoor fitness court. In partnership with the National Fitness Campaign and SSM Health, the City of Janesville will be unveiling[...]
Jun
26
Tue
10:00 am Janesville Town Square Gran Prix
Janesville Town Square Gran Prix
Jun 26 @ 10:00 am – 8:00 pm
Janesville Town Square Gran Prix @ Downtown Janesville
The JTSGP is a competitive bicycle criterium race that will be held on Tuesday June 26, 2018 in downtown Janesville. The Janesville race is Day Six of the larger ToAD eleven-stage bicycle series which has[...]
Jul
3
Tue
6:30 pm BJSO’s Salute to Our Veterans
BJSO’s Salute to Our Veterans
Jul 3 @ 6:30 pm – 8:00 pm
Beloit Janesville Symphony Orchestra celebrates our Independence Day with a FREE community concert at the Janesville Courthouse Park.

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