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Kowal Investment Group - Ownership and Business Overview

Financial ServicesCompany

Kowal Investment Group Ownership

Who owns Kowal Investment Group?

Kowal Investment Group is owned by Creative Planning. It was acquired on January 7, 2025.

Kowal Investment Group Business Overview

Where is Kowal Investment Group headquartered?

Kowal Investment Group is headquartered in Brookfied, Wisconsin.

What sector is Kowal Investment Group in?

Kowal Investment Group is a financial services company.

Financial Services M&A Summary in 2025

Out of 60 sectors in the Mergr database, financial services ranked 9 in number of deals in 2025. The largest financial services acquisition in 2025 was Global Blue Group Holding AG - which was acquired by Shift4 Payments for $2.5B.

Join Mergr to view all 41 acquisitions of financial services companies in 2025, including 3 acquisitions by private equity firms, and 38 by strategics.

Kowal Investment Group

Kowal Investment Group LLC

17775 West Bluemound Road,
Brookfied, Wisconsin 53045
United States,
(877) 560-4040
www.kowalinvestmentgroup.com

Kowal Investment Group is a financial advisory partner and developed relationships through customized investment management, strategic financial planning and thoughtful risk mitigation strategies. Kowal Investment Group is based in Brookfied, Wisconsin.


Company Summary

SECTOR

Financial Services

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Related Lists for Kowal Investment Group

Wisconsin Companies , Financial Services Companies , United States Companies , Wisconsin Financial Services Companies , Wisconsin Financial Services with Acquisitions , Wisconsin Financial Services with Divestitures

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