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KOWALSKI FINANCIAL INC.
CRD 300424 · SEC 801-119629
600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426, United States
Phone
952-297-8589
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.0M
Discretionary AUM
$202.0M
Team
7 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $202.0M |
States served
MN, WI, TX, SD
All web addresses on file
Official SEC filing: View on IAPD