AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JK

John A. Kowske

Some features on this profile are disabled
CRD#: 1124297
JK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Allen Kowske was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1983. John had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 5, 2007 - June 10, 2011

REGAL BAY INVESTMENT GROUP, LLC

RIA
CRD#: 121829
MILWAUKEE, WI
Past

December 20, 2006 - September 19, 2011

REGAL SECURITIES, INC.

BD
CRD#: 7297
MILWAUKEE, WI
Past

September 29, 2005 - September 1, 2006

CETERA ADVISORS LLC

BD
CRD#: 10299
BROOKFIELD, WI
Past

December 16, 2004 - August 29, 2005

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
ST. LOUIS, MO
Past

March 1, 2004 - December 17, 2004

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

December 19, 2000 - March 15, 2004

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

July 6, 1995 - January 8, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 9, 1995 - July 3, 1995

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
Past

February 2, 1990 - June 16, 1995

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

January 9, 1987 - February 22, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 23, 1983 - January 19, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

June 22, 1983 - September 6, 1983

SPRING & BOE INVESTMENT CORP.

BD
CRD#: 8415
Past

May 4, 1983 - September 2, 1983

WINDSOR EQUITY CORPORATION

BD
CRD#: 13093

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RB
REGAL BAY INVESTMENT GROUP, LLC
REGAL BAY INVESTMENT GROUP, LLC

CRD#: 121829 / SEC#:

Wisconsin
Registered Investment Advisory firm - (6/20/2003 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
250 East Wisconsin Avenue Suite 1500, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 225-3551
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts146
AUM (Assets Under Management)$ 47,600,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REGAL BAY INVESTMENT GROUP, LLC

CRD#: 121829

TRUST BUT VERIFY

Monitor John Kowske

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics