KOWALSKI FINANCIAL INC.

600 Highway 169 South
Suite 655
Minneapolis, Minnesota 55426
Tel: 952-297-8589

About KOWALSKI FINANCIAL INC.

KOWALSKI FINANCIAL INC, formally registered with the SEC as KOWALSKI FINANCIAL INC. The firm was established in 10/13/2020. They have over 1 offices throughout the country.

KOWALSKI FINANCIAL INC. is a Minneapolis, Minnesota based Financial Planning firm with nearly $175,800,000 assets under management, offering retirement planning & investment advisory services to 676 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300424
SEC#	801-119629
Assets Managed by Firm	$175,800,000
No. of Clients	676
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	676	$175,800,000
Individuals (other than high net worth individuals)	161	$175,800,000

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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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