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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.

Find Kowal Investment Group employees' phone numbers or email addresses

Kowal Investment Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Europe
1

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  • Poland
    1

Kowal Investment Group's Leadership

  • Marketing Communications Coordinator at Kowal Investment Group
    A. J.
    Marketing Communications Coordinator
    Mobile Phone
  • Sales Floor Associate at Kowal Investment Group
    A. M.
    Sales Floor Associate
    Mobile Phone
  • Financial Advisor at Kowal Investment Group
    C. W.
    Financial Advisor
    Mobile Phone
  • Certified Financial Planner And Financial Advisor at Kowal Investment Group
    K. B.
    Certified Financial Planner And Financial Advisor
    Mobile Phone
  • Office Coordinator at Kowal Investment Group
    K. K.
    Office Coordinator
    Mobile Phone

Kowal Investment Group Employee Metrics

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

Contact profiles from Kowal Investment Group

Name
Title
Contact
Location
Last Update
  • Marketing Communications Coordinator at Kowal Investment Group
    A. J.
    Marketing Communications Coordinator
    Mobile Phone
    May 07, 2024
  • Sales Floor Associate at Kowal Investment Group
    A. M.
    Sales Floor Associate
    Mobile Phone
    Oct 18, 2024
  • Financial Advisor at Kowal Investment Group
    C. W.
    Financial Advisor
    Mobile Phone
    Jul 20, 2026
  • Certified Financial Planner And Financial Advisor at Kowal Investment Group
    K. B.
    Certified Financial Planner And Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Office Coordinator at Kowal Investment Group
    K. K.
    Office Coordinator
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Kowal Investment Group known for?

Minus sign iconPlus sign iconKowal Investment Group was founded in 1987 and operates in the Financial Services industry. You can contact Kowal Investment Group's 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?

Minus sign iconPlus sign iconKowal Investment Group employees' email format typically follows the pattern of FLast@kowalinvestmentgroup.com. 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 iconKowal Investment Group has approximately 6 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

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

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

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

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