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Rothhaar Financial Services

Rothhaar Financial Services


Financial & Investment Services


At Rothhaar Financial Services, we work side by side with you to develop financial solutions which fit your lifestyle.  Whether your goal is saving for retirement, proper distribution strategies during retirement, college funding, estate preservation strategies, business continuation strategies, our personalized services focus on your needs, wants, financial goals and objectives.

Karl earned his bachelor's degree in Business Administration from Butler University.  After an extensive career in retail management, he began his Financial Services career in 2013, when he joined The Teague Group in Charlotte, NC.  In March of 2014, Karl joined Summit Advisory Group where he specialized in life insurance, annuities, business continuation strategies, retirement and estate planning strategies.  In 2019 Karl started Rothhaar Financial Services and continues working with clients needing advice with these strategies. 

Karl holds FINRA Series 6, 63 and 65 securities registrations.

Additional Info

Driving Directions : 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209

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