Rebecca
Gruver
Kowal Investment Group, LLC
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About this Advisor
Rebecca Gruver is a financial advisor based in Brookfield, Wisconsin, working with Kowal Investment Group, LLC. Rebecca has previously held positions at Robert W Baird & Co. Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Kowal Investment Group LLC, and Mutual Securities, Inc. Rebecca has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Rebecca 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
Rebecca Gruver Work History
Kowal Investment Group LLC
Mutual Securities, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Robert W Baird & Co. Inc
Disclosures
Please visit the SEC profile of Rebecca Gruver 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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