Karl A. Wunderlich
Karl A. Wunderlich, CLU®, ChFC®, CFP®, CLTC
My calendar for scheduling
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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Marketplace Financial Group, LLC
109 East Bell Street
Neenah, Wisconsin 54956
Phone: (920) 886-0220
Fax: (920) 886-0217
Products and services offered
- Financial planning
- Life insurance
- Disability insurance
- Long term care insurance
- Retirement planning
- Education funding strategies
- Group benefits
- 401(k) and profit sharing plans
- Deferred compensation programs
- Key employee insurance
- Key employee financial strategies
- Buy sell design & implementation
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Marketplace Financial Group, LLC are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, IL, IN, KS, MI, MN, MT, NC, OH, OR, UT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Marketplace Financial Group, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.