Skip to Main Content
Karley Wardlow, Financial Advisor

FINANCIAL ADVISOR
Karley Wardlow

CFP®, ChFC®
W5669 County Road KK Suite H, Appleton, WI 54915opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances

About Karley

Welcome.
Our hearts are filled in serving others.

My team and I take a comprehensive approach to wealth management. We value getting to know you. What your goals and priorities are in life? From there, we analyze your financial strategy and fill any gaps with a personalized approach to help you reach your goals. We partner with you to implement the strategies designed to help you turn your dreams into reality.

Many of our clients are women, who are primarily responsible for managing their wealth for themselves, their family and/or their business. Although we can serve nearly anyone, we have a...

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Univ of Wisconsin,WhitewaterBachelor of Business Admin

Personal Interests

  • Backpacking
  • Hiking
  • Home Improvement
  • Spending Time with Family
  • Yoga

Team Members

  • Dana Tschirgi
    Sr. Branch Office Administrator

Upcoming Events

  • MAY6

    May 6 08:00AM 12:00PM

    Business owner exit planning: Start with the end in mind - Virtual

    Join us for a presentation designed to help business owners become familiar with succession planning and steps to take now to prepare for an exit in the future.

    Learn More
  • JUL8

    July 8 08:00AM 12:00PM

    Business owner exit planning: Start with the end in mind - Virtual

    Join us for a presentation designed to help business owners become familiar with succession planning and steps to take now to prepare for an exit in the future.

    Learn More

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(920) 722-5408

Fax

(877) 359-1548

Office Address

W5669 County Road KK Suite H
Appleton, WI 54915opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More