Jeff Kowal Named to Financial Times’
“FT 400 Top Financial Advisors” List
Waukesha, Wis. (April 15, 2016) – Jeff Kowal, ChFC, CLU, AEP – President of The Kowal Investment Group, affiliated with Raymond James Financial Services, member FINRA/SIPC, 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 March 31, 2016.
“It’s a privilege to congratulate Jeff on this outstanding achievement,” said Scott Curtis, President of Raymond James Financial Services. “It’s a testament not only to the success of Jeff’s business but also to his professionalism and commitment to clients.”
The Financial Times selects advisors for the “FT 400” based on their performance in six primary areas, including assets under management, asset growth,** compliance record, experience, credentials and accessibility. The full methodology can be found here.
To be nominated, advisors had to have:
• Current registration and affiliation with a broker/dealer
• No record of suspension or revocation of license at anytime
• At least $250 million in verified assets under management
• More than 10 years’ experience as a registered representative or investment advisor agent
Kowal Investment Group is a family-owned advisory firm that works closely with those who are at or near retirement age to help develop and manage a thoughtful, highly personalized financial plan for life after work. Jeff, his son Aaron 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 a respectable reputation in the greater Milwaukee and Phoenix markets.
“We’re thrilled to be selected as one of the ‘FT 400 Top Advisors,’” said Jeff Kowal, President of Kowal Investment Group. “Being recognized by such an internationally-renowned news publication as The Financial Times is an incredible honor, and a testament to our dedication to our clients’ success.”
The Kowal Investment Group, LLC is an Independent Registered Investment Advisor 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: 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.
*”The Financial Times 400 Top Financial Advisors” is an independent listing produced by The Financial Times (March, 2016). The “FT 400″ is based on data gathered from firms and verified by broker/dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the “FT 400.”
Kowal Investment Group, LLC