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Chad K

CFP®, Series 63, Series 65

Janesville, WI

Stonex Advisors Inc.

Chad Karl is a CFP® with 30 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. His prior experience includes roles at StoneX Securities Inc. and Wrp Investments, Inc. Outside of advising, he is involved in local nonprofit and community organizations, including serving as treasurer for a law enforcement support group and as a finance committee member for a church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of managed portfolios and third-party money managers, supported by integrated clearing and custody capabilities through StoneX Group affiliates.

ESG / Sustainable investing
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