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Jack Thomas Kowal

QUANTUM FINANCIAL SERVICES INC.·INDIANAPOLIS, Indiana
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7400 SHADELAND AVE, INDIANAPOLIS, IN 46250CRD# 729667Firm CRD# 121631
01

About

Jack Thomas Kowal is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with QUANTUM FINANCIAL SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
QUANTUM FINANCIAL SERVICES INC.
QUANTUM FINANCIAL SERVICES INC.
AUM
$486M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at QUANTUM FINANCIAL SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 729667
Firm CRD# 121631
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jack Thomas Kowal offer?
Jack Thomas Kowal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Jack Thomas Kowal's credentials?
Jack Thomas Kowal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack Thomas Kowal located?
Jack Thomas Kowal is based in INDIANAPOLIS, Indiana, working with QUANTUM FINANCIAL SERVICES INC.. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Jack Thomas Kowal charge for services?
Jack Thomas Kowal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUANTUM FINANCIAL SERVICES INC.?
QUANTUM FINANCIAL SERVICES INC. has approximately 2 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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