Jeffrey Davis Kowal

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 09/2020
  Raymond James Financial Services
  Waukesha, WI
• 06/2010 → Present
  Insurance-Non Variable
  Waukesha, WI
• 06/2010 → 12/2024
  Kowal Investment Group, Llc
  Waukesha, WI
• 08/2009 → 09/2020
  Raymond James Financial Services Advisors, Inc.
  Waukesha, WI
• 07/2013 → Present
  Kowal Properties, Llc
  Phoenix, AZ
• 04/2020 → Present
  Kowal Properties, Llc
  Waukesha, WI
• 09/2020 → 12/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 12/2024 → Present
  Creative Planning, Llc
  Brookfield, WI

Previous Registrations

• 2007-02-01 → 2024-12-31
  Kowal Investment Group, Llc
  Waukesha, WI
  Mount Pleasant, WI
  Brookfield, WI
  Elm Grove, WI
• 2009-08-11 → 2020-10-12
  Raymond James Financial Services Advisors, Inc
  Waukesha, WI
  Waukesha, WI
• 2005-10-31 → 2009-08-12
  Osaic Services, Inc.
  Waukesha, WI
• 2003-09-05 → 2005-10-31
  Sunamerica Securities, Inc.
  Elm Grove, WI

Other Businesses

1. Kowal Properties LLC., Start Date: 03/23/2020, 13249 Washington Ave., Mount Pleasant, WI 53177, LLC, Real Estate Holding Company, Member, Manager, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 2. Kowal Properties Pewaukee, LLC., Start Date: 07/23/2020, N28W25206 Bluemound Rd., Pewaukee, WI 53072, LLC, Real Estate Holding Company, Member, Manager, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 3. Independent Insurance Agent, Start Date: 10/01/2020, W238 N1660 Busse Rd., Waukesha, WI 53188, Kowal Investment Group, LLC., Retirement and Investment Planning, Agent, Life Insurance, Financial Advisor, Broker out Long Term Care and Life Insurance, Not Investment Related, 6 Hours per month, Less than 1/2 Hour per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-17
• S63 Uniform Securities Agent State Law Examination
  1992-05-04

Designations

• Chartered Financial Consultant