Chad J. Karl,  CFP<sup>&reg;</sup> - Financial Advisor

Chad J. Karl, CFP®

Certified Financial Planner 895.38 Miles

SA Stone Wealth Management

33 E Racine St
Janesville, WI 53545

SA Stone Wealth Management

W5109 County Road A
Elkhorn, WI 53121-2782
FINANCIAL ADVISOR'S WEBSITE
(866) 765-2423
(608) 758-2222 (608) 314-0990
CONNECT WITH Chad
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General

Chad Karl is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at SA Stone Wealth Management in Janesville, WI and the surrounding communities.

Financial Advisor Overview

We offer a boutique style Veteran owned, Christian financial practice with concierge style planning services including financial, retirement, tax, estate, and insurance.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 24, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

SA Stone Wealth Management Inc.

Broker-Dealer Disclaimer

Securities offered through StoneX Securities Inc.. Advisory Services offered through StoneX Advisors, Inc.. Member FINRA AND SIPC. StoneX Securities and StoneX Advisors do not provide tax, legal, or accounting advice.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources