Markowski Investments

Markowski Investments (CRD# 141883) is a financial advisory firm headquartered in , . They manage $352,837,153 in 1,555 accounts and serve the financial needs of clients across 46 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    1,555
    ACCOUNTS
  • Average Account Value
    $226,905
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Markowski Investments
Showing 1 - 10 of 11 top financial advisors.
1
Lance D. Cherry
CRD#: 5274747
518 S. 12th Street, Murray, KY 42071

Lance Cherry (CRD# 5274747) is an Investment Advisor Representative working at Markowski Investments in Murray, KY and has over 15 years of experience in the finance industry.

2
Anthony R. Cloutier
CRD#: 5410425
66 Main Street, Conway, NH 03818

Anthony Cloutier (CRD# 5410425) is an Investment Advisor Representative working at Markowski Investments in Conway, NH and has over 13 years of experience in the finance industry.

3
Gary A. Kueker
CRD#: 1625733
Tucson, AZ

Gary Kueker (CRD# 1625733) is an Investment Advisor Representative working at Markowski Investments in Tucson, AZ and has over 35 years of experience in the finance industry.

4
Christopher Markowski
CRD#: 2556011
Centerport, NY

Christopher Markowski (CRD# 2556011) is an Investment Advisor Representative working at Markowski Investments in Centerport, NY and has over 28 years of experience in the finance industry.

5
Joshua M. Markowski
CRD#: 6549370
Tampa, FL

Joshua Markowski (CRD# 6549370) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 6 years of experience in the finance industry.

6
Matthew Markowski
CRD#: 3092149
Tampa, FL

Matthew Markowski (CRD# 3092149) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 24 years of experience in the finance industry. Matthew Markowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael J. Markowski
CRD#: 2671573
Tampa, FL

Michael Markowski (CRD# 2671573) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 27 years of experience in the finance industry.

8
Boyce L. McLoud
CRD#: 6646417
Kingsland, TX

Boyce McLoud (CRD# 6646417) is an Investment Advisor Representative working at Markowski Investments in Kingsland, TX and has over 6 years of experience in the finance industry.

9
Robert W. Freshour
CRD#: 1564319
229 W. St. Louis Street, Lebanon, IL 62254

Robert Freshour (CRD# 1564319) is an Investment Advisor Representative working at Markowski Investments in Lebanon, IL and has over 35 years of experience in the finance industry.

10
Jonathan R. Mohoney
CRD#: 5370134
Tampa, FL

Jonathan Mohoney (CRD# 5370134) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has 1 year of experience in the finance industry.

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