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

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 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

SA Stone Wealth Management Inc.

Broker-Dealer Disclaimer

Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc. SA Stone Wealth Management does not provide tax, legal, or accounting advice.

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

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Helpful Financial Planning Resources