Michael Kowal (CRD# 5704023) is an Investment Advisor Representative working at Lpl Financial LLC in Avon, OH and has over 13 years of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
CRD# 4690465
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Avon, OH | Oct 2023 - Current | < 1 |
| Applied Asset Management | Avon, OH | Aug 2011 - Current | 12 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Oct 2023 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Oct 2023 | 10 |
| Applied Marketing Group Llc, Dba Gateway Marketing, Giftfrog | Avon, OH | Jan 2017 - Sep 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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