Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Karl has over 27 years of experience in the financial services industry. Chad is a Certified Financial Planner™ professional and currently registered with Stonex Advisors Inc. Chad's career began in 1996 and has included previous roles at WRP INVESTMENTS, INC., QUESTAR CAPITAL CORPORATION, CONSECO SECURITIES, INC., CONSECO FINANCIAL SERVICES, INC. and CONSECO EQUITY SALES, INC. Chad is currently licensed to provide financial advice in 19 states. Chad is active in the Janesville community and serves on the finance committee of Southern Lakes Church. Chad is dedicated to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
01/30/2015 - Present
Stonex Advisors Inc. (Janesville WI)
WI
05/07/2004 - 09/12/2014
WRP INVESTMENTS, INC. (JANESVILLE WI)
MN
06/12/2002 - 05/07/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
IN
08/05/1998 - 06/12/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
06/13/1996 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
IA
Issued 07/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/21/2003
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Karl is the right advisor for you? Invested Better is here to help.
