Kowal Investment Group, LLC

Kowal Investment Group, LLC (CRD# 113169) is a financial advisory firm headquartered in Brookfield, WI. They manage $1,108,665,418 in 4,527 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,109
    MILLION
  • Total Number of Accounts
    4,527
    ACCOUNTS
  • Average Account Value
    $244,901
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MI, MN, NC, NH, TX, WI

Financial Advisors at Kowal Investment Group, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ray M. Arndt
CRD#: 6425336
17775 West Bluemound Road, Brookfield, WI 53045

Ray Arndt (CRD# 6425336) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.

2
Rebecca J. Gruver
CRD#: 6026604
17775 West Bluemound Road, Brookfield, WI 53045

Rebecca Gruver (CRD# 6026604) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.

3
Aaron T. Kowal
CRD#: 4121646
17775 West Bluemound Road, Brookfield, WI 53045

Aaron Kowal (CRD# 4121646) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 20 years of experience in the finance industry.

4
Jeffrey D. Kowal
CRD#: 817643
17775 West Bluemound Road, Brookfield, WI 53045

Jeffrey Kowal (CRD# 817643) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 31 years of experience in the finance industry.

5
Thomas R. Krueger
CRD#: 2401511
17775 West Bluemound Road, Brookfield, WI 53045

Thomas Krueger (CRD# 2401511) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 30 years of experience in the finance industry.

6
Paul L. Schaefer
CRD#: 5768070
17775 West Bluemound Road, Brookfield, WI 53045

Paul Schaefer (CRD# 5768070) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 12 years of experience in the finance industry.

7
Aaron M. Spitzner
CRD#: 6065460
17775 West Bluemound Road, Brookfield, WI 53045

Aaron Spitzner (CRD# 6065460) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 11 years of experience in the finance industry.

8
Joseph M. Still
CRD#: 5909348
17775 West Bluemound Road, Brookfield, WI 53045

Joseph Still (CRD# 5909348) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 12 years of experience in the finance industry.

9
John J. White
CRD#: 6285137
17775 West Bluemound Road, Brookfield, WI 53045

John White (CRD# 6285137) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.

10
Anthony T. Priester
CRD#: 7498238
17775 West Bluemound Road, Brookfield, WI 53045

Anthony Priester (CRD# 7498238) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has 1 year of experience in the finance industry.

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