Kimberly Evelyn Kowalski
Investment adviser representative at Wny Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
16 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCJul 2025 to now
- Wny Asset Management, LLCMay 2025 to now
- Clearplan Financial, Inc.Dec 2020 to now
- Cadaret, Grant & Co., Inc.Dec 2020 to Jul 2025
- Solly IndustriesJun 2018 to Dec 2020
- Catholic Health SystemsNov 2014 to Nov 2019
- Maks TransportDec 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wny Asset Management, LLC
$1.7BAssets managed
3,260Clients
29Advisers
16 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
- 7319600
- Firm CRD
- 153872