John
White
Kowal Investment Group, LLC
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About this Advisor
John White is a financial advisor operating in Waukesha, Wisconsin, with 3 years of relevant experience. White is currently employed by Kowal Investment Group, LLC. Their career trajectory has included roles at First Bank Financial Centre, Edward Jones, Mml Investor Services, LLC, Raymond James Financial Services, Inc, Raymond James Fianncial Services Advisors, Inc, Kowal Investment Group, LLC and Mutual Securities, Inc. White has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Kowal Investment Group, LLC is an advisory business based out of Waukesha, WI. The investment advisory business has offices in four locations and a total of 26 employees. It administers $935 million in assets under management between its 3,723 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,723 accounts, 27% belong to high-net-worth clients who have more than $1 million in assets. Kowal Investment Group, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely are based on the financial services offered. However, fee types charged by Kowal Investment Group, LLC may include 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
John White Work History
John has been registered as a financial advisor for 3 years.*
Kowal Investment Group, LLC
Mutual Securities, Inc
Raymond James Financial Services, Inc
Raymond James Fianncial Services Advisors, Inc
Mml Investor Services, LLC
Edward Jones
First Bank Financial Centre
*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 John White 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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