Aaron Kowal Named to Forbes List of America’s Top Next Gen Wealth Advisors
Award recognizes industry’s future leaders committed to their client’s best interests.
Waukesha, Wis. (August 24, 2017) – Aaron Kowal, CFP®, of Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to the Forbes list of America’s Top Next Generation Wealth Advisors, a ranking of the nation’s top millennial advisors born in 1980 or later. He is one of just nine financial advisors to be recognized for the state of Wisconsin.
Aaron joined the firm more than 15 years ago as a financial advisor and is responsible for all areas of retirement planning. Aaron works with a variety of the firm’s clients – individuals with at least $500,000 in retirement assets. With an additional focus on family business owners, he understands the issues facing today’s business owners and helps create retirement plans specific to their needs.
“To be acknowledged amongst this elite group of advisors is quite an honor,” said Kowal, managing director of Kowal Investment Group. “This recognition wouldn’t be possible without the support from the entire Kowal Investment Group team and the confidence placed in us by our clients. Our clients come first, and I look forward to continuing to serve them for many years to come.”
The 2017 ranking of Forbes’ Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative criteria, rating thousands of individuals who are best positioned to remain ahead of their clients’ needs. The rankings are based on factors including experience levels, credentials, assets under managements, compliance records and industry experience. SHOOK Research also utilizes an opinion-based weighting system focused on qualitative due diligence which examines best practices which includes client service models, investing process, leveraging a team, etc.*
“I founded Kowal Investment Group 30 years ago on the principle that the client always comes first,” said Jeff Kowal, president of Kowal Investment Group. “Our firm has always operated under a fiduciary standard of care, and our team remains committed to helping our clients’ secure the financial future they’ve worked so hard to achieve.”
Kowal Investment Group, LLC is located at W238 N1660 Busse Road, Suite 100, in Waukesha, Wisconsin. For more information on the Kowal Investment Group, call (262)522-4040 or visit TheKowalWay.com.
Note: Rankings are based on the opinions of SHOOK Research and are not indicative of future performance or representative of any client experience. Kowal Investment Group did not pay a fee for consideration for the award, nor solicit votes.
About Kowal Investment Group
Kowal Investment Group is a family-owned practice that works closely with those who are at or near retirement age to develop and manage a thoughtful, highly personalized financial plan. Jeff Kowal, ChFC, CLU, AEP – President, his son Aaron Kowal, CFP® – Managing Director/Senior Financial Advisor, and their team have a strong reputation for delivering knowledge, insight and superior customer service. Their highly-focused approach to Retirement Planning, which they call The Kowal Way, has been refined over decades and has earned Kowal Investment Group a prestigious reputation in Southeastern Wisconsin.
W238N1660 Busse Rd, Suite 100 | Waukesha, WI 53188 | P 262-522-4040 | T 877-560-4040 | F 262-522-3787 | TheKowalWay.com
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Kowal Investment Group, LLC, an Independent Firm. This award is bestowed by an independent third party organization not affiliated with Raymond James. This award does not ensure future investment performance and may not be indicative of individual clients’ experience.
*Shook – Data provided by SHOOKTM Research, LLC. Data as of 3/31/17. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. 2,356 Millennial advisors were considered based on high thresholds from which 500 were chosen. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.