KOWAL INVESTMENT GROUP, LLC
CRD #113169 SEC #801-119756 BROOKFIELD, WI (262) 522-4040
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
22
Clients
--
Accounts
4,527
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 24, 2024
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, JEFFREY, DAVIS | I | FOUNDER / SENIOR FINANCIAL ADVISOR | E | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KOWAL, AARON, TIMOTHY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Jul 24, 2024 REGISTERED
Notice Filings (11)
AZ CA CO FL IL MI MN NC NH TX WI
Address
17775 WEST BLUEMOUND ROADBROOKFIELD, WI 53045
United States
Phone: (262) 522-4040