William L. Kowalski
Professional summary
William Leonard Kowalski JR, who also goes by William Leonard Kowalski, is a registered financial advisor currently at BRIGHTWARD FINANCIAL LLC located in Denver, Colorado.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Leonard Kowalski JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2026 - Present
BRIGHTWARD FINANCIAL LLC
Office #1: 1615 Platte St Suite 200, Denver, CO 80202March 26, 2025 - March 12, 2026
THE MILLSTONE EVANS GROUP, LLC
January 4, 2021 - May 20, 2021
THE MILLSTONE EVANS GROUP, LLC
March 23, 2020 - January 5, 2021
RAYMOND JAMES & ASSOCIATES, INC.
March 17, 2020 - January 5, 2021
RAYMOND JAMES & ASSOCIATES, INC.
June 9, 2014 - June 13, 2018
RAYMOND JAMES & ASSOCIATES, INC.
May 20, 2014 - June 13, 2018
RAYMOND JAMES & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2026)
Exams
Current Firm
BRIGHTWARD FINANCIAL LLC
CRD#: 341289 / SEC#:
Contact information
Red Flags
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