Karl A. Wunderlich

karl_0000_image karlKarl A. Wunderlich, CLU®, ChFC®, CFP®, CLTC


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Karl earned a bachelor’s degree in finance and marketing from the University of Wisconsin at Oshkosh and is a Certified Financial PlannerTM practitioner. He currently holds FINRA Series 7, 24, 63, and 65 licenses, along with Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He also holds a Certificate in Long-Term Care (CLTC).

In his time away from the office, Karl volunteers for a wide variety of community events. He is a member of the National Association of Insurance and Financial Advisors, Menasha Rotary Club, and the Million Dollar Round Table*. He is also active at Our Savior’s Lutheran Church in Neenah, serving twice as church council president. Karl and his wife Linda are the proud parents of two children. In his free time, Karl likes to exercise, read, travel, and enjoy a good microbrew.






*Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.


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