MR
Marc Richard Kowalski
CRD 2818853
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Northrock Partners, Llc | Registered representative | 07/20/2026 |
| Kowalski Financial Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Kowalski Financial Inc.
President · 75% or more · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗