Michael Vincent Kowalick
Investment adviser representative at Comprehensive Financial Planning, Inc.
30 yearsExperience
1 stateRegistered in
$434.1MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Comprehensive Financial Planning, Inc.Aug 2005 to now
- Comp Benefit MarketingMay 1996 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Comprehensive Financial Planning, Inc.
$434.1MAssets managed
592Clients
6Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4924820
- Firm CRD
- 110937