Aaron
Kowal
Kowal Investment Group, LLC
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About this Advisor
Aaron Kowal is a certified financial planner operating in Cape Coral, Florida with a total of 16 years of relevant experience. Kowal currently works for Kowal Investment Group, LLC. During their career, the advisor has held roles at Kowal Investment Group, LLC, Raymond James Financial Services, Insurance-Non Variable, Raymond James Financial Services Advisors, Inc, Insurance and Mutual Securities, Inc. Kowal holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Texas and Wisconsin. Kowal Investment Group, LLC is a financial advisory firm that has its headquarters in Waukesha, WI. It has offices in four locations and a total of 26 financial advisors. It controls $935 million in total assets between its 3,723 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 3,723 customer accounts, 27% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Kowal Investment Group, LLC can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kowal Investment Group, LLC Brokerage Details
$934,770,570
26
3,723
$251,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Aaron Kowal Work History
Aaron has been registered as a financial advisor for 16 years.*
Mutual Securities, Inc
Insurance
Insurance-Non Variable
Kowal Investment Group, LLC
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Kowal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kowal Investment Group, LLC
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
