Our Team

karl150_0000_image karlKarl 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…

 

marketplace_0000_Lisa-248x332Lisa 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.