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

Chad J. Karl, CFP®

Certified Financial Planner

SA Stone Wealth Management

33 E Racine St
Janesville, WI 53545
FINANCIAL ADVISOR'S WEBSITE
(866) 765-2423
(608) 758-2222

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 Certifications

Securities Registrations or Exam Qualifications

6, 24, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, 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

More

Helpful Financial Planning Resources