Chaunston
Weisensel
Kowal Investment Group, LLC
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About this Advisor
Chaunston Weisensel is a financial advisor operating in Waukesha, Wisconsin with 2 years of industry experience. Weisensel currently works for Kowal Investment Group, LLC. Over the course of their career, they have held roles at Pruco Securities, LLC, Juneau Piggly Wiggly, Jensen'S Sentry, Prudential Insurance Company Of America and Kowal Investment Group, LLC. Weisensel holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Kowal Investment Group, LLC is an advisory firm headquartered in Waukesha, WI. The company has offices in four locations and a total of 26 financial advisors. It administers $935 million in total assets between its 3,723 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 3,723 customer accounts, 27% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees billed by Kowal Investment Group, LLC likely are comprised of some 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
Chaunston Weisensel Work History
Chaunston has been registered as a financial advisor for 2 years.*
Kowal Investment Group, LLC
Pruco Securities, LLC
Jensen'S Sentry
Prudential Insurance Company Of America
Juneau Piggly Wiggly
*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 Chaunston Weisensel 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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