Our Team
Karl Wunderlich, CLU®, ChFC®, CFP®, CLTC
Karl is the founder and president of Marketplace Financial Group, LLC. As a financial advisor, he specializes in creating comprehensive financial plans for his clients incorporating all aspects of their lives. With over 25 years of financial experience…
Lisa Werner, LUTCF, RICP®
Lisa has serviced individual and small business clients as a comprehensive financial advisor for over 10 years. Her recent achievement of the Retirement Income Certified Professional Designation® will allow her to better service pre-retiree and retired clients with decisions they need to make regarding the most efficient way to utilize multiple retirement income sources. …
Check the background of investment professionals on FINRA’s BrokerCheck.
Marketplace Financial Group, LLC
109 East Bell Street
Neenah, Wisconsin 54956
Phone: (920) 886-0220
Fax: (920) 886-0217
Schedule a call or meeting with Karl
Schedule a call or meeting with Lisa
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, 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.