Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kowal has been in the financial services industry for over 45 years. Jeffrey is a registered representative and investment advisor. Jeffrey is a member of Creative Planning, a firm with over 1,200 employees and manages over $175 billion in assets. Creative Planning provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. Jeffrey holds the Chartered Financial Consultant designation and has experience providing advice to a wide range of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
KS
01/19/2025 - Present
Creative Planning (OVERLAND PARK KS)
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
11/14/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
05/03/1988 - 11/15/1995
WFG SECURITIES CORPORATION (MIDDLETON WI)
NA
02/25/1987 - 05/17/1990
PRUCO SECURITIES CORPORATION
NA
04/09/1986 - 05/31/1988
NEW ENGLAND SECURITIES CORPORATION
NA
10/18/1978 - 03/17/1986
AMEV INVESTORS, INC.
NA
01/27/1976 - 11/10/1978
ACACIA EQUITY SALES CORPORATION
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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