What departments does Kowal Investment Group have?

Kowal Investment Group has employees across 5 departments including Marketing, Sales, Banking, Finance, Operations.

What is the largest department at Kowal Investment Group?

The largest department at Kowal Investment Group is Banking with 2 employees.

Where are Kowal Investment Group employees located globally?

Kowal Investment Group has employees across 2 continents and 2 countries including Poland, United States Of America.

How has Kowal Investment Group's team size changed over time?

Kowal Investment Group's team has decreased from approximately 5 to 4 employees based on available data.

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Kowal Investment Group Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Kowal Investment Group is an independent, family-owned financial services firm that serves individuals nearing retirement or already retired, taking a cautious, risk-aware stance toward investment management. The firm concentrates on retirement-related planning, including estate planning, retirement income, taxes tied to retirement, investments, and insurance. Headquartered in Brookfield, Wisconsin, it has built a reputation for experienced staff and attentive client service in the Milwaukee and Phoenix markets.
Led by founder Jeff Kowal and his son Aaron Kowal, the team operates as a registered investment adviser. In January 2025, Creative Planning Advisor Services announced its acquisition of Kowal Investment Group.

Kowal Investment Group Global Highlights

North America
16

United States Of America
16

Europe
1

Poland
1

Kowal Investment Group's Leadership

A. J.
Marketing Communications Coordinator
Mobile Phone
Email
A. M.
Sales Floor Associate
Mobile Phone
Email
C. W.
Financial Advisor
Mobile Phone
Email
J. W. C.
Financial Advisor
Mobile Phone
Email
K. B.
Certified Financial Planner And Financial Advisor
Mobile Phone
Email
K. K.
Office Coordinator
Mobile Phone
Email

Kowal Investment Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Program & Project Management
Accounting
Administrative
Other
Sales

Contact profiles from Kowal Investment Group

Name

Title

Contact

Location

Last Update

A. J.
Marketing Communications Coordinator
Mobile Phone
Email
May 07, 2024
A. M.
Sales Floor Associate
Mobile Phone
Email
Oct 18, 2024
C. W.
Financial Advisor
Mobile Phone
Email
Jul 20, 2026
J. W. C.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
K. B.
Certified Financial Planner And Financial Advisor
Mobile Phone
Email
Oct 16, 2024
K. K.
Office Coordinator
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Kowal Investment Group known for?

Kowal Investment Group was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-262-268-****

. Explore Kowal Investment Group's company overview page for more information.

What is Kowal Investment Group's most common email format?

Kowal Investment Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kowal Investment Group email formats with LeadIQ.

How many employees does Kowal Investment Group have currently?

Kowal Investment Group has approximately 6 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Kowal Investment Group's key employees and leadership?

As of July 2026, Kowal Investment Group's key employees include:

Marketing Communications Coordinator: A. J.
Sales Floor Associate: A. M.
Financial Advisor: C. W.
Financial Advisor: J. W. C.
Certified Financial Planner And Financial Advisor: K. B.

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Kowal Investment Group Employee Directory

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