Justin
Kowalski

Dew Wealth Management

CRD#7121334
Investment Advisor
in Trenton, MI

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About this Advisor

Justin Kowalski is a financial advisor based in Trenton, Michigan, working with Dew Wealth Management. Justin has previously held positions at Hantz Financial Services, Wayne State University, Elite Technical Services, Camping World, McDonald's, Roosevelt High School, and Dew Wealth Management. Justin has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Justin is part of Dew Wealth Management, which operates out of Trenton, Michigan. The firm has 9 offices and 31 employees. The firm manages assets totaling $293.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Dew Wealth Management includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

Trenton, MI

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Dew Wealth Management Brokerage Details

Total Assets Under Management

$293,870,662

MI Average: $1,555,372,352
Total Number of Employees

31

MI Average: 37
Total Number of Accounts

511

MI Average: 1,370
Average Account Size

$575,089

MI Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Justin Kowalski Work History

2023 - Present (1 year)

Dew Wealth Management

2019 - 2023 (4 years)

Hantz Financial Services

2016 - 2020 (4 years)

Elite Technical Services

2015 - 2020 (5 years)

Wayne State University

2015 - 2017 (2 years)

Camping World

2013 - 2015 (2 years)

Mcdonald'S

2011 - 2015 (4 years)

Roosevelt High School

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

Santiago Rosas
Scottsdale, AZ
Ryan Cox
Scottsdale, AZ
Grant Giardino
St. Louis, MO
Stephen Mandracchia
Scottsdale, AZ
Bryce Thompson
Scottsdale, AZ
Shaundra Patterson
Scottsdale, AZ
Sarah Waldren
Scottsdale, AZ
Drew Tingle
St. Louis, MO

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