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KOWAL INVESTMENT GROUP

HQ - Brookfield, Wisconsin.

Summary

Kowal Investment Group is an Registered Investment Advisor ("RIA") based in Brookfield, Wisconsin that has been advising individuals and families on their financial needs for more than 37 years.

Deals Overview

Total Deals1

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Aaron Kowal
President

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07 Jan 2025|United States|Asset Managers and Custodians

Target: KOWAL INVESTMENT GROUP

Bidder: CREATIVE PLANNING INC

3 Service Providers

2 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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