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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2024-12-20 |
| WI | RA | APPROVED | 2024-12-20 |
Branch Locations
1222 S. East 47Th St., Suite 313, Cape Coral, FL 33904 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kowal Investment Group, Llc | Waukesha | WI | 07/2007 | Present |
| Raymond James Financial Services | Waukesha | WI | 08/2009 | 09/2020 |
| Insurance-Non Variable | Waukesha | WI | 05/2010 | 12/2024 |
| Raymond James Financial Services Advisors, Inc | Milwaukee | WI | 08/2009 | 09/2020 |
| Insurance | Waukesha | WI | 07/2018 | 12/2024 |
| Mutual Securities, Inc. | Camarillo | CA | 09/2020 | 12/2024 |
| Creative Planning, Llc | Cape Coral | FL | 12/2024 | Present |
1. Kowal Investment Group, LLC., Start Date: 06/15/2022, 17775 W. Bluemound Rd., Brookfield, WI 53045, LLC, Financial Planning and Investment Advising and RIA, President, Financial Advisor and Firm Management, Investment Related, 160 Hours per month, 6 Hours per day during trading hours. 2. Kowal Properties, LLC. Same address. Non-investment related. Personal Investments 3. Kowal Properties Pewaukee, LLC. Same address. Non-investment related. Personal Investments 4. Silverlight Development Corporation, LLC; Investment related; Cape Coral, FL; Commercial real estate rentals; owner; Start 4/2026; 5 hours / month; 0 hours / month during securities trading hours; collect rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-06 |
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