Rosemary Windschitl, CFP-UBS Financial Services Inc

Michael Karl, AGT - UBS Financial Services, located in Saint Cloud, MN, is led by Mike Karl, a seasoned financial professional with over 42 years of experience in the industry. As a CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst, he specializes in retirement plan consulting and exit planning strategies for a diverse clientele, including physicians, business owners, and retired executives. Recognized for his professionalism and commitment to client service, Mike employs a long-term, value-oriented investment philosophy to help clients achieve their financial goals. His extensive involvement in community organizations and passion for music further reflect his dedication to both his profession and local community. Generated from the website

Visit our office today located in Saint Cloud, MN. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Michael K. Karl, CFP, CIMA, CEPA, is a seasoned financial advisor with over 42 years of experience in the financial services industry, primarily with UBS Financial Services and Piper Jaffray. His expertise encompasses retirement plan consulting, individualized retirement plans, and exit planning strategies, focusing on a select clientele that includes physicians, business owners, and retired executives. Recognized for his professionalism and client-centric approach, Mike is committed to helping clients achieve their financial goals through a long-term, value-oriented investment philosophy. He is also actively involved in community service, serving on various health and investment committees, and is passionate about music and the outdoors. Generated from the website