Aaron T. Kowal,  CFP<sup>&reg;</sup> - Financial Advisor

Aaron T. Kowal, CFP®

Kowal Investment Group, LLC

W238N1660 Busse Rd. Ste. 100, Ste 100
Waukesha, WI 53188
(262) 522-4040

General

Aaron Kowal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kowal Investment Group, LLC in Waukesha, WI and the surrounding communities.

Financial Advisor Experience

Aaron Kowal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kowal Investment Group, LLC in Waukesha, WI and the surrounding communities. Securities offered through Raymond James Financial Services, Inc. Member FINRA and SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Kowal Investment Group, LLC is not a registered broker/dealer, nor is it affiliated with Raymond James Financial Services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WI, AZ
  • Fixed annuities: WI, AZ
  • Variable annuities: WI, AZ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Asset Allocation, Career Change, Employee Benefits, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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