AdvisorOS Directory
Claim Profile
AK

Aaron Timothy Kowal

KOWAL INVESTMENT GROUP, LLC·BROOKFIELD, Wisconsin
Unclaimed Profile
17775 WEST BLUEMOUND ROAD, BROOKFIELD, WI 53045CRD# 4121646Firm CRD# 113169
01

About

Aaron Timothy Kowal is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with KOWAL INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
KOWAL INVESTMENT GROUP, LLC
KOWAL INVESTMENT GROUP, LLC
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at KOWAL INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4121646
Firm CRD# 113169
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BROOKFIELD?

Browse all registered financial advisors in BROOKFIELD, Wisconsin or claim this profile if it's yours.

Browse BROOKFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Aaron Timothy Kowal offer?
Aaron Timothy Kowal specializes in Financial Planning, Investment Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Aaron Timothy Kowal's credentials?
Aaron Timothy Kowal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Timothy Kowal located?
Aaron Timothy Kowal is based in BROOKFIELD, Wisconsin, working with KOWAL INVESTMENT GROUP, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Aaron Timothy Kowal charge for services?
Aaron Timothy Kowal's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOWAL INVESTMENT GROUP, LLC?
KOWAL INVESTMENT GROUP, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BROOKFIELD
Patricia Anne Kiefer — REVIEW SERVICES INCTim Allen Konicke — REVIEW SERVICES INCRamu Ramiah — RAMIAH INVESTMENT GROUP, INC.Letha Joseph — RAMIAH INVESTMENT GROUP, INC.William Goodman — GOLDEN ANGELS INVESTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile