Paul
Schaefer

Kowal Investment Group, LLC

CRD#5768070
Investment Advisor
in Brookfield, WI

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About this Advisor

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

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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

Paul Schaefer Work History

2020 - Present (5 years)

Kowal Investment Group, LLC

2020 - Present (5 years)

Mutual Securities, Inc

2011 - 2020 (9 years)

Raymond James Financial Services Advisors Inc

2010 - 2020 (10 years)

Raymond James Financial Services, Inc

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Disclosures

Please visit the SEC profile of Paul Schaefer 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
Chaunston Weisensel
Brookfield, WI
Aaron Spitzner
Brookfield, WI
Rebecca Gruver
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.

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