This Business Is Not BBB Accredited

Kowal Investment Group, LLC

Kowal Investment Group, LLC

(262) 522-4040

Kowal Investment Group, LLC

31 years in business
W238N1660 Busse Rd Ste 100
Waukesha, WI 53188-1107
Fax Numbers
  • (262) 522-3787
Additional Phone Numbers
  • (262) 268-1333
Additional Email Addresses
BBB File Opened: 05/12/1994
Business Started: 08/01/1985
Business Started Locally: 08/01/1985
Type of Entity
Limited Liability Company
Business Management
  • Mr. Jeffrey D. Kowal, President
  • Mr. Aaron Kowal, Senior Financial Advisor
  • Mr. Paul Schaefer, Financial Advisor/Operations Manager
Business Category
  • Financial Planning Consultants
  • Business Brokers
  • Business Consultants

Number of Employees: 



This company offers financial, estate, retirement and investment planning & consulting.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Kowal Investment Group, LLC


Kowal Investment Group, LLC

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