"Creating Financial Strategies for Your Retirement Goals"

General Info

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 Bachelors degree in Finance/Economics. Chad is active in the community and serves on the Board of Directors for the Janesville Downtown Development Alliance and participates in the biannual downtown cleanup day, while donating trees to be planted in the downtown with each event. Chad and his wife Kim reside in Elkhorn with their four children: Riley, Ella, Sam, and Savanna. . When not in the office, Chad enjoys golfing, biking, boating, reading, skiing and traveling with his family. Securities offered through Sterne Agee Financial Services, Inc., member FINRA /SIPC. Advisory services offered through Sterne Agee Asset Management, Inc. Securities and advisory activities supervised from 4407 Belmont Ave., Youngstown, OH 44505, 800-589-2023.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 608-758-2222

ExtraTollFree - 866-765-2423

Address:

33 E Racine St Janesville, WI 53545

Email:

Contact Us

Link:

http://www.chadkarl.com

Categories

Financing Consultants, Financial Services, Insurance, Investment Securities, Investments

Services / Products

Retirement Income Strategies Fixed Annuities* Fixed Index Annuities** Variable Annuities Estate/Legacy Planning Strategies Term Life Insurance Whole Life Insurance Fixed Index Universal Life Insurance Long-Term Care Insurance Home Health Care Coverage Estate Planning Living Wills Elder Law Fee-Based Investments Stocks Bonds Brokerage Accounts Mutual Funds Bank Products (including CDs) Alternative Investments Financial Planning Roth IRA SEP IRA Simple IRA Traditional IRA 529 College Savings Plans Medicare Supplements Small Business Solutions Additional Services

Brands

Independent

Location

Near Davis Citgo gas station (3 buildings closer to Rock River), behind Janesville Performing Art Center, parking in front, back, and along river

Amenities

Additional Services Document Shredding Notary Tax Preparation Retirement Income Analysis

Associations

Chad is a long standing member of AARP, Wisconsin Retired Teachers Association, National Association of Insurance and Financial Advisors, Financial Planning Association, Financial Services Institute, and American Association of Long Term Care Insurance.