Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Leonard Schaefer is a financial advisor with Kowal Investment Group, LLC. Paul has been in the financial industry since 2011 and is registered with the state of Wisconsin. Kowal Investment Group, LLC is an investment advisor firm headquartered in Brookfield, Wisconsin. The firm provides financial planning, portfolio management, and pension consulting services.
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.
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WI
09/30/2020 - Present
Kowal Investment Group, LLC (BROOKFIELD WI)
WI
08/31/2011 - 10/12/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)
BOTH
Issued 09/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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