Chad Karl & Associates

About

"Creating Financial Strategies for Your Retirement Goals."

Story

Chad works with you to help effectively and intelligently 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, National Association of Insurance and Financial Advisors, Financial Planning Association, Financial Services Institute, and American Association of Long Term Care Insurance.

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 Kim's son, Riley. When not in the office, Chad enjoys golfing, biking, boating, reading, skiing and traveling.

Chad J. Karl is a Registered Representative and Investment Advisor Representative of and offers securities through WRP Investments, Inc., member FINRA & SIPC. Securities and advisory activities are supervised by WRP Investments, Inc. at 4407 Belmont Avenue, Youngstown, Ohio 44505 (800) 589-2023.

Mission

"Creating financial strategies for your retirement goals."

Impressum

Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc.