Kowal Investment Group, LLC
Kowal Investment Group, LLC (CRD# 113169) is a financial advisory firm headquartered in Brookfield, WI. They manage $1,108,665,418 in 4,527 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,109MILLION
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$244,901
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, IL, MI, MN, NC, NH, TX, WI
Ray Arndt (CRD# 6425336) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 9 years of experience in the finance industry.
Rebecca Gruver (CRD# 6026604) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Aaron Kowal (CRD# 4121646) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Cape Coral, FL and has over 20 years of experience in the finance industry.
Jeffrey Kowal (CRD# 817643) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 32 years of experience in the finance industry.
Thomas Krueger (CRD# 2401511) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 30 years of experience in the finance industry.
Paul Schaefer (CRD# 5768070) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 12 years of experience in the finance industry.
Aaron Spitzner (CRD# 6065460) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 11 years of experience in the finance industry.
Joseph Still (CRD# 5909348) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 12 years of experience in the finance industry.
John White (CRD# 6285137) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Anthony Priester (CRD# 7498238) is an Investment Advisor Representative working at Kowal Investment Group, LLC in Brookfield, WI and has 1 year of experience in the finance industry.