Kowal Investment Group, LLC

Kowal Investment Group, LLC (CRD# 113169) is a financial advisory firm headquartered in Waukesha, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Kowal Investment Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron T. Kowal
CRD#: 4121646
N16 W24132 Prairie Court, Suite 200, Waukesha, WI 53188
96
Wealthminder
score

Aaron Kowal (CRD# 4121646) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Waukesha, WI and has over 13 years of experience in the finance industry. Aaron Kowal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey D. Kowal
CRD#: 817643
N16 W24132 Prairie Court, Suite 200, Waukesha, WI 53122
86
Wealthminder
score

Jeffrey Kowal (CRD# 817643) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Waukesha, WI and has over 24 years of experience in the finance industry.

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