$18MM AUM | $105,000 GDC in Fairview Park, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Fairview Park, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$105,000.00
Overview

Bio:
Michael J Kowal is a Financial Advisor and Founder of Applied Asset Management. His practice includes both personal and corporate financial planning.

His background and expertise for personal clients includes portfolio management, estate and tax planning and cash flow strategies. He also serves many in the business community with his thorough understanding of 401k retirement plans and structuring those plans to best facilitate the desired deferral rates of key employees.

Michael graduated from Miami University in Oxford, Ohio in 2001, earning his bachelor’s degree in business administration with a major in finance. After graduation, Michael started a mortgage company which he operated for four years before selling the company to National City. He worked for National City through 2009 where he started and operated a regional mortgage office.

In 2009, Michael started his financial planning practice and has helped hundreds of families and businesses since. To assist his clients with their insurance needs, Michael started Fairview Insurance Network in 2011 which he operates in conjunction with Applied Asset Management.

Michael resides in North Ridgeville with his wife Stacy and daughter Julia. When he is not working with clients, he enjoys spending time with his family and golfing.

Michael holds the following registrations: Series 7, Series 66, Health & Life Insurance, Property & Casualty Insurance

Please visit ___ for more information!

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...