Chad J. Karl, Certified Financial Planner Professional

608-758-2222

OPEN NOW - Closes at 5:00pm

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.