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Rebecca Jean Gruver

Kowal Investment Group, LLC

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About Rebecca Jean Gruver

Rebecca Gruver is a financial advisor with Kowal Investment Group, LLC. Rebecca has been in the financial services industry since 2013 and holds a Series 66, Series 9, Series 7, and SIE licenses. Rebecca's experience includes working for Raymond James Financial Services, Inc. and Robert W. Baird & Co. Incorporated. Rebecca specializes in providing financial planning services, pension consulting, and portfolio management for individuals.

Firm Information

Rebecca Gruver 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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Rebecca Gruver’s Registration & Firm History

WI

11/18/2020 - Present

Kowal Investment Group, LLC (BROOKFIELD WI)

WI

03/19/2015 - 10/12/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)

WI

06/28/2013 - 03/10/2015

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 10/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Jean Gruver.
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