JK
JK

Justin Alexander Kowalski

5 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
176 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$361.9M

Fee Structure

Financial Planning:Investment management only
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Location

Trenton, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Justin is involved with Justin K Consulting, LLC, conducting financial analysis, business valuation, and financial modeling. He is also an insurance agent selling non-variable insurance.

Employment History
Current Registrations
Dew Wealth Management
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Hantz Financial Services, INC.
August 2020 - January 2023 · 2 yrs 5 mos
Hantz Financial Services, INC.Broker
March 2020 - January 2023 · 2 yrs 10 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.