Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kowal is a financial advisor with over 18 years of experience in the financial services industry. Aaron holds a Series 7, Series 24, and Series 66 licenses, as well as the Certified Financial Planner designation. Currently, Aaron is registered as an investment advisor representative with Kowal Investment Group, LLC and a Registered Representative with Mutual Securities, Inc. Aaron has previously worked at Raymond James Financial Services, Inc., Sagepoint Financial, Inc., SunAmerica Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and American Express Financial Advisors Inc. Aaron specializes in retirement and investment planning, and has a strong track record of providing personalized financial advice to his clients. He is committed to helping his clients achieve their financial goals and live a secure and prosperous life.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
07/20/2007 - Present
Kowal Investment Group, LLC (BROOKFIELD WI)
WI
08/10/2009 - 10/12/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORT WASHINGTON WI)
WI
10/31/2005 - 08/12/2009
SAGEPOINT FINANCIAL, INC. (WAUKESHA WI)
AZ
08/11/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
03/17/2005 - 06/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/17/2005 - 06/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
09/25/2003 - 08/20/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/2003 - 08/20/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/20/2003 - 09/18/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/2003 - 09/18/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Kowal is the right advisor for you? Invested Better is here to help.
