The Kowal Way
At Kowal Investment Group, our clients come first. It’s always been that way. The Kowal Way.
We are often reminded that the most important things in life aren’t things.
But, we know that our clients have sacrificed to build a life for the ones they love. At Kowal Investment Group we help our clients, families and businesses build and preserve the wealth that they have accumulated. For many, it’s not working one more day, one more week, or year. It’s the TIME needed to soak in all of the things that money can’t buy.
TIME to enjoy the blessings of life and family. That’s why we chose years ago to focus on retirement planning. Our clients come first, it’s always been that way. That’s The Kowal Way.
We are a Fiduciary
Since its inception, Kowal Investment Group has acted under a fiduciary standard of care, elevating our client’s needs before our own. Our firm is governed by strong values of respect, honesty and communication, which serve as the foundation for the success of our team and clients.
We take a fee-based, personalized approach to our relationships, spending time to get to know our clients personally before becoming their advisors. Then, we select investments that we believe will give you the best chance of meeting your goals and strengthening your long-term financial plan.
Leadership
Jeffrey Kowal, ChFC, CLU, AEP
Jeff Kowal, Founder, ChFC®, CLU®, AEP®, has been helping individuals plan for their retirement for more than 30 years. Jeff is a member and past President of the Financial Planning Association of SE Wisconsin and of the Milwaukee Association of Life Underwriters (currently NAIFA, SE Wisconsin). He also holds membership in the Society of Financial Service Professionals, the Milwaukee Estate Planning Forum, and the Waukesha Estate Planning Council.
Aaron Kowal, CFP®
Aaron Kowal, President, CFP® has been working in the financial industry for over 15 years. He is a board member of the Young Presidents’ Organization-Wisconsin (YPO-WI) and member of the Society of the Financial Service Professionals. He is Past President for the Financial Planning Association of Wisconsin (FPA). He is also Past President and was on the Board of Directors for the National Association of Insurance and Financial Advisors (NAIFA) of Southeast Wisconsin.
Financial Advisors
Ray Arndt
Aaron Spitzner
CFP®
Joe Still
MBA, CRPC®
Chaunsy Weisensel
CFP®
John White
CFP®, CLTC®
Our Core Values
KIG Community Giving Program
Kowal Investment Group strongly believes in giving back to our company, which is why we started the KIG Community Giving Program. Team members are encouraged to submit local organizations and causes they feel passionate about and each quarter four are selected to receive a donation. Here are the most recent recipients. Special thank you to our awesome team members for their submissions!
Recipients
Journey House
Friends of MADACC
The Women’s Center
Community Involvement
We know our clients care about more than just their own retirement – and are passionate about a multitude of different causes in southeastern Wisconsin, and beyond. Just like our clients, we want to pay it forward. The following causes and organizations are just some of the programs we’re proud to support.
Awards & Recognition
Putting clients first for over 30 years, giving them the personal attention they deserve, has led to Kowal Investment Group receiving recognition by numerous publications and organizations. Here are some of the recent accolades we have been fortunate to receive:
Jeff Kowal of the Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to Barron’s 2020 List of Top Financial Advisors in the United States for the seventh consecutive year. He is one of just 18 financial advisors in Wisconsin named to the prestigious list.
Jeff Kowal was among the honorees of the annual “FT 400,” a list of leading American financial advisors published by The Financial Times.* The list, which recognizes advisors from national, regional and independent firms, was released on April, 2020.
Jeff Kowal and Aaron Kowal of the Kowal Investment Group have both been named to the list of Forbes Best-In-State Wealth Advisors for 2023. This list spotlights over 7,300 top advisors across the country who were nominated by their firms – and then researched, interviewed, and assigned a ranking within their respective states