Jeffrey
Kowal
Kowal Investment Group, LLC
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About this Advisor
Jeffrey Kowal is a chartered financial consultant operating out of Elm Grove, Wisconsin with a total of 16 years of industry experience. Kowal is on the advisory team at Kowal Investment Group, LLC. During their career, the advisor has held roles 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. Kowal maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Texas and Wisconsin. Kowal Investment Group, LLC is a financial advisory company that has its headquarters in Waukesha, WI. The firm has offices in four locations and a total of 26 employees. It oversees $935 million in assets across its 3,723 accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,723 client accounts, 27% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually depend on which service is offered. Fee types billed by Kowal Investment Group, LLC most likely consist of any combination 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
Jeffrey Kowal Work History
Jeffrey has been registered as a financial advisor for 16 years.*
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
*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 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
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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