Justin
Kowalski
Dew Wealth Management
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About this Advisor
Justin Kowalski is a financial advisor working out of Trenton, Michigan. Kowalski currently works for Dew Wealth Management. The advisor has gained experience at Hantz Financial Services, Wayne State University, Elite Technical Services, Camping World, Mcdonald'S, Roosevelt High School and Dew Wealth Management. Kowalski has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan and Texas. Dew Wealth Management is a registered investment business that has its headquarters in Scottsdale, AZ. The firm has offices in 10 locations and a total of 28 financial advisors. It has $251 million in assets under management between its 492 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 492 client accounts, 63% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Dew Wealth Management offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. However, fee types charged by Dew Wealth Management most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dew Wealth Management Brokerage Details
$250,583,013
28
492
$509,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Justin Kowalski Work History
Justin has been registered as a financial advisor for 0 years.*
Dew Wealth Management
Hantz Financial Services
Elite Technical Services
Wayne State University
Camping World
Mcdonald'S
Roosevelt High School
*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 Justin Kowalski 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 Dew Wealth Management
Scottsdale, AZ
St. Louis, MO
Scottsdale, AZ
St. Louis, MO
Denver, CO
Scottsdale, AZ
Trenton, MI
Swisher, IA
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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