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Kowal Investment Group, LLC

Headquartered in BROOKFIELD, WI

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Firm Information

Kowal Investment Group, LLC is an investment advisor based in Brookfield, WI, with approximately $1.11 billion in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They also offer pension consulting services.

Kowal Investment Group, LLC

17775 WEST BLUEMOUND ROAD

BROOKFIELD, WI 53045

$1.11B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

KOWAL INVESTMENT GROUP, LLC has a total of 2 branch locations across the country.
location

Cape Coral, FL

location

BROOKFIELD, WI

Advisors at Kowal Investment Group, LLC

View All 9 Advisors
Unclaimed
Paul Leonard Schaefer

RA

BROOKFIELD, WI

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Rebecca Jean Gruver

RA

BROOKFIELD, WI

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Unclaimed
Aaron Matthew Spitzner

CFP®, RA

BROOKFIELD, WI

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John James White

CFP®, RA

BROOKFIELD, WI

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Unclaimed
Joseph Michael Still

RA

BROOKFIELD, WI

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Unclaimed
Aaron Timothy Kowal

CFP®, RA

BROOKFIELD, WI

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Disclosures

There are no public disclosures for Kowal Investment Group, LLC.

Frequently Asked Questions (8)

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