Kowal Investment Group Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Kowal Investment Group is an independent family-owned, financial services organization that works closely with retired individuals or those nearing retirement, providing a conservative and sensitive approach to investment management. The firm has experienced staff and excellent customer service, earning Jeff Kowal, ChFC, CLU, AEP -  Founder, his son Aaron Kowal, CFP® - President, and their team, a respectable reputation in the greater Milwaukee and Phoenix areas. 

Jeff hosts “The Retirement Clinic,” a weekly call-in radio show aired Saturdays from 10:00 -11:00 a.m. on Milwaukee's News/Talk Radio 1130 WISN. Jeff, Aaron and other Kowal team members can also be heard every weekday on 1130 WISN at 3:05 and 5:05 p.m. with the daily Stock Market Reports.

Our focus is strictly on those who are close to or already in retirement and it's been so for the past two decades. We focus on all areas associated with retirement, including: estate planning, investments, retirement income, taxes related to retirement and insurance.

Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com

Find Kowal Investment Group employees' phone numbers or email addresses

Kowal Investment Group Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Kowal Investment Group's Leadership

  • Stylized image of a person
    J. K.
    Founder Of The Kowal Investment Group
    Phone icon
  • Stylized image of a person
    R. A.
    Vice President
    Phone icon
  • Stylized image of a person
    A. J.
    Marketing Communications Coordinator
    Phone icon
  • Stylized image of a person
    A. M.
    Sales Floor Associate
    Phone icon
  • Stylized image of a person
    C. M.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    C. W.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    K. B.
    Certified Financial Planner And Financial Advisor
    Phone icon
  • Stylized image of a person
    K. K.
    Office Coordinator
    Phone icon

Kowal Investment Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Accounting
  • Administrative
  • Other

Contact profiles from Kowal Investment Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    Founder Of The Kowal Investment Group
    Phone icon
    United StatesWisconsin
    Jan 29, 2026
  • Stylized image of a person
    R. A.
    Vice President
    Phone icon
    United StatesWisconsin
    Sep 08, 2025
  • Stylized image of a person
    A. J.
    Marketing Communications Coordinator
    Phone icon
    May 07, 2024
  • Stylized image of a person
    A. M.
    Sales Floor Associate
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    C. M.
    Administrative Assistant
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    C. W.
    Financial Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. B.
    Certified Financial Planner And Financial Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. K.
    Office Coordinator
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    P. S.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Jul 29, 2024

Frequently Asked Questions

What is Kowal Investment Group known for?

Minus sign iconPlus sign icon
Kowal Investment Group was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 17775 West Bluemound Road Brookfield, Wisconsin 53045 United States; you can contact the main corporate office by phone at . Explore Kowal Investment Group's company overview page for more information.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Kowal Investment Group has approximately 6 employees as of January 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Founder Of The Kowal Investment Group: J. K.
  • Vice President: R. A.
  • Marketing Communications Coordinator: A. J.
  • Sales Floor Associate: A. M.
  • Administrative Assistant: C. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.