Jeffrey
Kowal
Kowal Investment Group, LLC
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About this Advisor
Jeffrey Kowal is a financial advisor based in Brookfield, Wisconsin, working with Kowal Investment Group, LLC. Jeffrey has previously held positions at Raymond James Financial Services, Insurance-Non Variable, Kowal Investment Group, LLC, Raymond James Financial Services Advisors, Inc, Kowal Properties, LLC, and Mutual Securities, Inc. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Jeffrey is part of Kowal Investment Group, LLC, which operates out of Brookfield, Wisconsin. The firm has 5 offices and 22 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Kowal Investment Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kowal Investment Group, LLC Brokerage Details
$1,108,665,418
22
4,527
$244,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Kowal Work History
Kowal Properties, LLC
Mutual Securities, Inc
Kowal Properties, LLC
Insurance-Non Variable
Kowal Investment Group, LLC
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
Disclosures
Please visit the SEC profile of Jeffrey 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
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
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