# KOWALSKI FINANCIAL INC.

KOWALSKI FINANCIAL INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 300424
- Type: SEC-registered investment adviser
- SEC file number: 801-119629
- Location: 600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426
- Phone: 952-297-8589
- Latest filing: 2026-01-09
- Regulatory AUM: $202.0M
- Discretionary AUM: $202.0M
- Clients: 7
- Accounts: 733

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Marc Richard Kowalski | PRESIDENT; PRESIDENT / CCO | — |
| Michelle Lee Elliott | CCO; OWNER | — |
| KOWALSKI DAVID RICHARD | PRESIDENT | — |
| ELLIOTT MICHELLE LEE | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300424/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300424/similar
- Related entities: https://search.stillhousedata.com/firm/300424/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300424

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.