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).

Current Firm Details
17775 West Bluemound Road, Brookfield, WI 53045
http://www.kowalinvestmentgroup.com
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 11 - 11 of 11 top financial advisors.
11
Chaunston Weisensel, financial advisor Brookfield WI
Chaunston C. Weisensel
CRD#: 6985386
17775 West Bluemound Road, Brookfield, WI 53045

Chaunston Weisensel (CRD# 6985386) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 5 years of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals