MK
CFP
MK
CFP
Marc Kowalski
28 Years of Experience
Minneapolis, MN
1 Disclosure
Marc Kowalski is a CFP-designated registered investment advisor at Kowalski Financial INC., based in Minneapolis, MN, with 28 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 166 clients with $200M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
166 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$202.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
600 Highway 169 South, Suite 655, Minneapolis, MN, 55426
Get directionsHistory
Regulatory History (1)
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Criminal
November 1995Final Disposition
Employment History
Current Registrations
Kowalski Financial INC.
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Focus Financial
February 2005 - April 2019 · 14 yrs 2 mos
Royal Alliance Associates, INC.Broker
February 2005 - April 2019 · 14 yrs 2 mos
American Express Financial Advisors INC.Broker
January 1997 - February 2005 · 8 yrs 1 mo
Ids Life Insurance CompanyBroker
January 1997 - February 2005 · 8 yrs 1 mo
State Registrations2 states
MNTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.