Gene Michael Kowalski
Investment adviser representative at Solitude Financial Services, Inc.
30 yearsExperience
2 statesRegistered in
$363.5MFirm assets
7 yearsFirm in business
Are you Gene Michael Kowalski? Claim your profile
Contact this firm
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
Experience
30 years in the industry.
- Solitude Financial Services, Inc.Jan 2014 to now
- United AirlinesDec 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Solitude Financial Services, Inc.
$363.5MAssets managed
164Clients
6Advisers
7 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
- 5665299
- Firm CRD
- 150348