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

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[...]
7:00 pm Sherlock Holmes Interactive Expe...
Sherlock Holmes Interactive Expe...
Nov 16 @ 7:00 pm – 9:00 pm
Can You Solve the Crime? Calling all sleuths! Gather your friends and collect enough clues to solve the crime at the Lincoln-Tallman House. New this year, here’s an unusual way to explore the old mansion![...]
8:00 pm Pete Lee: LIVE at JPAC
Pete Lee: LIVE at JPAC
Nov 16 @ 8:00 pm – 10:00 pm
SPECIAL EVENT: PETE LEE November 16th at 8:00pm, Tickets: $15 Pete was raised in Janesville, WI. In 2005, Pete made his television debut on Comedy Central’s Premium Blend. In 2008 Pete made his network television[...]
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