linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Michael Still

Kowal Investment Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Michael Still

Joseph Still is a financial advisor at Kowal Investment Group, LLC. He is registered with the state of Wisconsin as a Registered Investment Advisor (RIA). Joseph has been working in the financial industry since 2012 and has a Series 7, Series 66, and SIE licenses. Joseph Still has experience working with individuals, high net worth individuals, and charitable organizations. Joseph provides financial planning and investment advice to clients.

Firm Information

Joseph Still 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Still’s Registration & Firm History

WI

09/30/2020 - Present

Kowal Investment Group, LLC (BROOKFIELD WI)

WI

03/27/2018 - 10/12/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)

WI

06/19/2015 - 03/08/2018

MORGAN STANLEY (Waukesha WI)

WI

01/30/2012 - 06/30/2015

UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)

Not sure if Joseph Michael Still is right for you?

Licenses & Designations

BOTH

Issued 02/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Still.
Not sure if Joseph Michael Still is right for you?