Chad Karl
My blogs
| Gender | Male |
|---|---|
| Occupation | Certified Financial Planner Professional |
| Location | Janesville, WI., United States |
| Links | Audio Clip |
| Introduction | Chad J. Karl is a Registered Representative and Investment Advisor Representative of and offers securities and advisory services through WRP INVESTMENTS, Inc. Member FINRA/SIPC AND REGISTERED INVESTMENT ADVISOR. Securities and advisory activities are supervised from 4407 Belmont Ave., Youngstown, OH 44505. (330)759-2023 • Not FDIC insured • May involve loss of principal • No bank guarantee • Notice: Any securities services will be provided solely by WRP Investments, Inc. and not by Mid America Bank. Mid America is not a licensed broker-dealer. You will be dealing solely with WRP with respect to any securities services. WRP is not affiliated with Mid America. Any securities offered by WRP are not insured by agency of the U.S. government. |
| Interests | Chad J. Karl, Certified Financial Planner Professional, focuses on working with individuals and businesses with legacy and wealth management with a goal of maximizing income, minimizing taxes, and protecting assets. Mr. Karl draws upon a continued background of education and dedication to the clients and families he serves. Since 1993, he has served as an independent consultant, meeting both insurance and investment needs of people predominantly 45 and above. He has been a long standing member of AARP, Wisconsin Retired Teachers Association, the Southern Wisconsin Association of Insurance and Financial Advisors, the Financial Planning Association, and the Financial Services Institute. Clients who utilize Mr. Karl's service benefit from his diverse background. With a bachelor's degree in Finance/Economics and a recent emphasis in insurance, Mr. Karl speaks regularly at public and private events and is currently working on a degree in financial planning. Today's consumer is inundated with massive quantities of information regarding insurance and financial planning with limited time and resources to sort it all out objectively. Confused and perplexed, many people need professional advice to review the many different products, services, and options available. We help people sort through this barrage of information through a three step process of: 1.) determining the individual's existing plans, reviewing their past experiences, and exploring their goals; 2.) making recommendations tailored to the client based upon their needs and wants are; and 3.) monitoring and reviewing changes that will impact or affect their plans. |
| Favorite books | Atlas Shrugged |