$3.9 trillion
In invested assets globally
As of 12/31/2022
Mike Karl is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Investment Management Analyst (CIMA®). Mike has over 42 years experience in the financial services industry, 40 years with UBS Financial Services and Piper Jaffray. Mike has been designated a Senior Retirement Plan Consultant by UBS for his extensive knowledge and experience in managing corporate 401(k) retirement plans.
Mike's business is focused on a select, multi-generational, clientele of physicians, business owners and retired executives. His vast experience and training have equipped him to manage the complex needs of a diverse clientele. Recognized for his hard work, professionalism and commitment to service, Mike is known for his honest and client-centric approach.
Throughout his career, he has been passionate about helping his clients define and achieve their goals by following a long-term and value-orientated investment philosophy. He uses his background, training and experience to develop tax-efficient strategies for clients while collaborating with their tax and legal professionals.
Mike has served on the CentraCare Health Executive Committee, CentraCare Health Investment Committee and is involved with the Central Minnesota Community Foundation as a Professional Advisor. Mike is passionate about music and singing. He is active with the First Presbyterian Church of St Cloud's Crusade Choir and writes and plays his own music with his band. He is an avid outdoorsman, private pilot and lives in St Cloud with his wife Joni.
Mike has BA in Commercial Economics from South Dakota State University.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Michael Karl, CFP, CIMA is also part of:
St. Cloud, MN Branch Office
Lets connect
Mike Karl is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Investment Management Analyst (CIMA®). Mike has over 42 years experience in the financial services industry, 40 years with UBS Financial Services and Piper Jaffray. Mike has been designated a Senior Retirement Plan Consultant by UBS for his extensive knowledge and experience in managing corporate 401(k) retirement plans.
Mike's business is focused on a select, multi-generational, clientele of physicians, business owners and retired executives. His vast experience and training have equipped him to manage the complex needs of a diverse clientele. Recognized for his hard work, professionalism and commitment to service, Mike is known for his honest and client-centric approach.
Throughout his career, he has been passionate about helping his clients define and achieve their goals by following a long-term and value-orientated investment philosophy. He uses his background, training and experience to develop tax-efficient strategies for clients while collaborating with their tax and legal professionals.
Mike has served on the CentraCare Health Executive Committee, CentraCare Health Investment Committee and is involved with the Central Minnesota Community Foundation as a Professional Advisor. Mike is passionate about music and singing. He is active with the First Presbyterian Church of St Cloud's Crusade Choir and writes and plays his own music with his band. He is an avid outdoorsman, private pilot and lives in St Cloud with his wife Joni.
Mike has BA in Commercial Economics from South Dakota State University.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Michael Karl, CFP, CIMA is also part of:
St. Cloud, MN Branch Office
Lets connect
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Client Associate Senior
Client Associate
Client Associate
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Client Associate Senior
Client Associate
Client Associate
Senior Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
