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Jeffrey Davis Kowal

KOWAL INVESTMENT GROUP, LLC·BROOKFIELD, Wisconsin
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17775 WEST BLUEMOUND ROAD, BROOKFIELD, WI 53045CRD# 817643Firm CRD# 113169
01

About

Jeffrey Davis 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# 817643
Firm CRD# 113169
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Davis Kowal offer?
Jeffrey Davis Kowal specializes in Financial Planning, Investment Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Jeffrey Davis Kowal's credentials?
Jeffrey Davis Kowal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Davis Kowal located?
Jeffrey Davis 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 Jeffrey Davis Kowal charge for services?
Jeffrey Davis 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.
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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
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