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Michael Vincent Kowalick

Comprehensive Financial Planning, Inc.

East Petersburg, PA

CRD 4924820

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Employer firm

Comprehensive Financial Planning, Inc. CRD 110937

$434M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Comprehensive Financial Planning, Inc.

5995 Lemon Street, East Petersburg, PA 17520-1329 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2005-08-31
  • PA RA
    APPROVED
    Since 2005-08-31

Branch Locations

5995 Lemon Street, East Petersburg, PA 17520 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comp Benefit Marketing East Petersburg PA 05/1996 Present
Comprehensive Financial Planning, Inc. East Petersburg PA 08/2005 Present
Other Businesses

Comprehensive Benefit Marketing Services, Inc. - Medical & Hospitalization Plans and Life Insurance and Disability Insurance, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-04
  • S66 Uniform Combined State Law Examination
    2005-08-04
Other Names
  • Mike Vincent Kowalick
  • Michael V Kowalick

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

WENDEL LEE KING
DAMON PAUL HELLER
PATRICK JOSEPH CLOONAN

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · East Petersburg, PA
AMERIPRISE FINANCIAL SERVICES, LLC · East Petersburg, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · E Petersburg, PA

More in East Petersburg, PA

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