Unclaimed Profile

David John Kowach

&PARTNERS·NASHVILLE, Tennessee

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record25 years registered&PARTNERS

40 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 2154665Firm CRD# 3767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David John Kowach · NASHVILLE, TN

Registration

CRD #2154665 · &PARTNERS · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: &PARTNERS

WELLS FARGO CLEARING SERVICES, LLC

Oct 2021 – Jul 2022

ST. LOUIS, MO

WELLS FARGO CLEARING SERVICES, LLC

Dec 2000 – Dec 2019

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · December 20, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

&PARTNERS

CRD 3767 · SEC 801-37145

AUM

$1.2B

Regulatory assets under management

Employees

327

3,051 client accounts

Services offered by &PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at &PARTNERS →

Introduction

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Frequently Asked Questions

What services does David John Kowach offer?

David John Kowach specializes in Financial Planning, Investment Management, Wealth Management.

What are David John Kowach's credentials?

David John Kowach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Kowach located?

David John Kowach is based in NASHVILLE, Tennessee, last registered with &PARTNERS.

How does David John Kowach charge for services?

David John Kowach's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees, other: trans fee, service charges; 12b-1; money market trls; bdsp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is &PARTNERS?

&PARTNERS has approximately 327 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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