Michael Kowal

Background

About Michael Kowal

Michael Kowal is an accomplished Financial Advisor with 20 years of experience spanning financial planning, banking, mortgage lending and insurance. His areas of experience include investment portfolio design, risk management, personal financial planning, retirement income strategies and debt reduction strategies. Michael currently manages household assets for individuals and families and serves as a fiduciary for his advisory clients. For the past 14 years, Michael has enjoyed assisting individuals and businesses with holistic financial planning, tax strategies and retirement plan monitoring through his company, Applied Asset Management. In 2018, Michael formed My Medicare Network with a business partner, Derek Thomas to help his senior clients with their Medicare insurance needs. This company has grown tremendously since inception and currently has 15 Medicare agents and multiple partnerships with large regional insurance companies and financial institutions. In 2001, Michael earned a Bachelor of Science degree in Finance from Miami University and currently holds the Series 7, Series 66, Life, Health, Property & Casualty licenses. Michael resides in Avon, OH with is wife Stacy and their children Julia (12), Anna (9) and James (7). In his free time, Michael enjoys coaching his kids sports teams and golfing. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​