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Aaron Matthew Spitzner

Kowal Investment Group, LLC

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About Aaron Matthew Spitzner

Aaron Matthew Spitzner is a financial advisor at Kowal Investment Group, LLC. Aaron has been a registered representative since 2012. Aaron has experience working with individuals, high net worth individuals, and charitable organizations. Aaron provides comprehensive financial planning, investment management, and pension consulting services. Aaron has experience with various types of investments, including stocks, bonds, mutual funds, and exchange-traded funds. Aaron is committed to helping clients reach their financial goals.

Firm Information

Aaron Spitzner is currently registered with Kowal Investment Group, LLC. 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.

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Aaron Spitzner’s Registration & Firm History

WI

09/30/2020 - Present

Kowal Investment Group, LLC (BROOKFIELD WI)

WI

11/21/2016 - 10/12/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)

WI

01/30/2015 - 10/27/2016

BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)

WI

10/02/2012 - 01/30/2015

BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)

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Licenses & Designations

BOTH

Issued 11/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Matthew Spitzner.
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