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).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
Aaron Kowal (CRD# 4121646) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Waukesha, WI and has over 14 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.
Jeffrey Kowal (CRD# 817643) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Waukesha, WI and has over 25 years of experience in the finance industry.