Rebecca
Gruver
Kowal Investment Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Rebecca Gruver is a financial advisor based out of Waukesha, Wisconsin, with a total of 3 years of relevant experience. Gruver is an advisor for Kowal Investment Group, LLC. Their career trajectory has included roles 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. Gruver maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Wisconsin. Kowal Investment Group, LLC is an advisory business based in Waukesha, WI. It has offices in four locations and a total of 26 people on staff. It manages $935 million in assets across its 3,723 accounts, placing it among the larger firms in the nation by assets under management. Of its 3,723 client accounts, 27% are held by high-net-worth investors who have more than $1 million in assets. Kowal Investment Group, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees depend on the type of services provided. Fees charged by Kowal Investment Group, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Rebecca Gruver Work History
Rebecca has been registered as a financial advisor for 3 years.*
Kowal Investment Group LLC
Mutual Securities, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Robert W Baird & Co. 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 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
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.
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.
