# Kowal Investment Group

Kowal Investment Group is a Bank / Wealth / Trust based in Brookfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brookfield, United States
- **Region:** North America
- **Address:** Brookfield, WI, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** www.kowalinvestmentgroup.com
- **LinkedIn:** https://www.linkedin.com/company/kowal-investment-group

## Regulatory record

- **Reports private funds:** No

## About

Kowal Investment Group launched in 2010 as a Wisconsin-based registered investment advisor. Robert Kowal established the practice in Brookfield, a western suburb of Milwaukee, to provide financial planning and portfolio management to individuals and small businesses. The firm's identity remains anchored to this local, client-facing advisory model rather than any single liquidity event or industry concentration. The firm's advisory work spans asset allocation, retirement income planning, and investment selection for its underlying clients. Its strategy is delivered through individually managed accounts, with portfolios typically constructed from mutual funds and exchange-traded funds rather than proprietary vehicles or direct private investments. The geographic footprint stays concentrated in southeastern Wisconsin, serving families and business owners in Waukesha County and the greater Milwaukee region. The firm maintains a single office in Brookfield and has not disclosed any adjacent philanthropic vehicles, real-asset arms, or peer networks. Recent operational activity has not been publicly reported. Kowal's structure as a fiduciary RIA sets it apart from broker-dealer models that dominated Wisconsin wealth management when the firm launched. The practice does not participate in fund commitments or direct deals, instead building client portfolios entirely through publicly traded securities. Its succession plan and ownership structure remain private.

## Sectors

- Financial Services

## Questions

### Is Kowal Investment Group a fiduciary?

Yes. As a registered investment advisor, the firm is legally bound to act as a fiduciary for its advisory clients. This means its recommendations must place client interests ahead of the firm's own, a standard that distinguishes it from broker-dealer models that prevailed in Wisconsin wealth management when the firm launched in 2010.

### What types of clients does Kowal Investment Group serve?

The firm advises individuals, high-net-worth individuals, and small businesses, based on its regulatory disclosures. Its client base is concentrated in southeastern Wisconsin, particularly the Brookfield and greater Milwaukee area. There is no indication the firm serves institutional investors, pension funds, or endowments.

## Related profiles

- [Kovitz Investment Group Partners](https://altss.com/profile/kovitz-investment-group-partners)
- [Kowalski Financial](https://altss.com/profile/kowalski-financial)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/kowal-investment-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology