$5+ trillion
In invested assets globally
As of 11/07/2023
Mike Karl is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Investment Management Analyst (CIMA®). Mike has over 42 years of experience in the financial services industry, 40+ years with UBS Financial Services and Piper Jaffray. As a Senior Retirement plan Consultant (SRPC), Mike has received extensive training in retirement plan solutions, design and implementation and helps his clients to develop individualized retirement plans (i.e. 401(k), Profit sharing and defined-benefit 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.
In addition to his experience as a Financial Advisor, he is a Certified Exit Planning Advisor (CEPA®). This training allow him offer business owners exit-planning strategies and guides clients as to how to seamlessly transition out of their business, on their own terms.
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.
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 a 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 K. Karl, CFP, CIMA, CEPA 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 of experience in the financial services industry, 40+ years with UBS Financial Services and Piper Jaffray. As a Senior Retirement plan Consultant (SRPC), Mike has received extensive training in retirement plan solutions, design and implementation and helps his clients to develop individualized retirement plans (i.e. 401(k), Profit sharing and defined-benefit 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.
In addition to his experience as a Financial Advisor, he is a Certified Exit Planning Advisor (CEPA®). This training allow him offer business owners exit-planning strategies and guides clients as to how to seamlessly transition out of their business, on their own terms.
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.
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 a 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 K. Karl, CFP, CIMA, CEPA 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.
Managing Director–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Senior Client Associate
Senior Client Associate
Client Associate
Senior Wealth Strategy Associate
Managing Director–Wealth Management
Financial Advisor
Account Vice President
Financial Advisor
Senior 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 plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$5+ trillion
In invested assets globally
As of 11/07/2023
Global leader
UBS is a world-leading wealth manager
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
