Joseph
Still

Kowal Investment Group, LLC

CRD#5909348
Investment Advisor
in Brookfield, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Still is a financial advisor based in Brookfield, Wisconsin, working with Kowal Investment Group, LLC. Joseph has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Kowal Investment Group, LLC, Mutual Securities, Inc, Morgan Stanley Smith Barney LLC, and Ubs Financial Services Inc. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Joseph 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

17775 West Bluemound Road
Brookfield, WI 53045

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kowal Investment Group, LLC Brokerage Details

Total Assets Under Management

$1,108,665,418

WI Average: $2,826,565,184
Total Number of Employees

22

WI Average: 43
Total Number of Accounts

4,527

WI Average: 1,898
Average Account Size

$244,901

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Joseph Still Work History

2020 - Present (4 years)

Kowal Investment Group, LLC

2020 - Present (4 years)

Mutual Securities, Inc

2018 - 2020 (2 years)

Raymond James Financial Services, Inc

2018 - 2020 (2 years)

Raymond James Financial Services Advisors Inc

2015 - 2018 (3 years)

Morgan Stanley Smith Barney LLC

2011 - 2015 (4 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Joseph Still 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

John White
Brookfield, WI
Ray Arndt
Brookfield, WI
Rebecca Gruver
Brookfield, WI
Chaunston Weisensel
Brookfield, WI
Aaron Spitzner
Brookfield, WI
Joseph Still
Brookfield, WI
Anthony Priester
Brookfield, WI
Paul Schaefer
Brookfield, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started