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

Dec
16
Sat
10:00 am Tabletop Gaming Marathon
Tabletop Gaming Marathon
Dec 16 @ 10:00 am – 4:00 pm
for teens and adults Presented in partnership with the Janesville Pegheads Enjoy our games or bring your favorites! Teaching sessions, snacks and light refreshments will be available. No registration necessary.
1:00 pm Stories with Santa
Stories with Santa
Dec 16 @ 1:00 pm – 4:00 pm
Bring the kids to Olde Towne Mall for stories with Santa, take pictures with Santa (bring your camera), crafts and activities, kids decorate their own cookie and enjoy hot chocolate to wash it down. $5/child[...]
1:00 pm Wirewrapping Class with Terri Ma...
Wirewrapping Class with Terri Ma...
Dec 16 @ 1:00 pm – 4:00 pm
Learn how to create jewelry using stones and wire from a retired UW art Instructor. Class size is limited to 6 students per session to allow for personal instruction. The cost of the class is[...]
1:30 pm Holiday Cocktail Class, Part 3
Holiday Cocktail Class, Part 3
Dec 16 @ 1:30 pm – 3:00 pm
So popular we’re repeating it three times … learn how to make some classic cocktails of the season, including Tom & Jerry, Christmas Grog, eggnog and hot buttered rum with our Beverage Manager Billy Burg[...]
4:30 pm Holiday Light Show 2017
Holiday Light Show 2017
Dec 16 @ 4:30 pm – 9:00 pm
🎟Tickets can be purchased the day of the event, online or NOW at Rotary Botanical Gardens. ⏰2017 Holiday Light Show: NEW HOURS! EXTENDED DATES! Join us on November 24 and 25, or December 8-10, 14-23,[...]

Contact Us

Janesville DJI
P.O. Box 8081
Janesville, WI 53547
Email:
downtownjanesville@gmail.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