Andy Kowal, Cpfa
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Andy Kowal, Cpfa Email & Phone Number

Wealth Advisor at MBM Wealth Consultants
Location: St Louis, Missouri, United States 8 work roles 1 school
1 work email found @penningtonco.com 5 phones found area 785 and 314 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email a****@penningtonco.com
Direct phone (785) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MBM Wealth Consultants
Role
Wealth Advisor
Location
St Louis, Missouri, United States
Company size
39 employees

Who is Andy Kowal, Cpfa? Overview

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Quick answer

Andy Kowal, Cpfa is listed as Wealth Advisor at MBM Wealth Consultants, a company with 39 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at penningtonco.com, phone signal with area code 785, 314, and a matched LinkedIn profile for Andy Kowal, Cpfa.

Andy Kowal, Cpfa previously worked as Financial Advisor at Cornerstone Wealth Management, Usa and Participant Engagement Consultant at Moneta Group. Andy Kowal, Cpfa holds B.S., Business Management from Kansas State University.

Company email context

Email format at MBM Wealth Consultants

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*@penningtonco.com
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Profile bio

About Andy Kowal, Cpfa

Helping individuals, families and 401(k) plan participants improve financial wellness and pursue retirement goals.I am a Financial Advisor with Cornerstone Wealth Management. Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. I am also a Certified Plan Fiduciary Advisor and enjoy working with plan sponsors to navigate the complexity of retirement plans and educating employees on the numerous benefits to participating in the plan. Securities offered through LPL Financial, member FINRA/SIPC, www.finra.org and www.sipc.org. Investment advice offered through Cornerstone Wealth Management, a registered investment advisor and separate entity from LPL Financial.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www. mycwmusa.com. Previously, I was a Participant Engagement Consultant for Moneta Group where in one year, I led 60+ group education and enrollment meetings, in person and virtual, reaching more than 1,500 retirement plan participants. Additionally, I provided individual consultation services for 100+ participants. Before that, I managed the Retirement Solutions Operations and Support at Buckingham Wealth Partners. In that role, I assisted more than 300 financial advisors, serving over 1,700 retirement plans and impacting approximately 50,000 participant lives.

Listed skills include Fundraising, Leadership, Public Relations, Public Speaking, and 20 others.

Current workplace

Andy Kowal, Cpfa's current company

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MBM Wealth Consultants
Mbm Wealth Consultants
Wealth Advisor
St. Louis, MO, US
Website
mycwmusa.com
Employees
39
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8 roles

Andy Kowal, Cpfa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Cornerstone Wealth Management, Usa

Greater St. Louis

Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent.

Sep 2023 - Present

Participant Engagement Consultant

Moneta Group

St Louis, Missouri, United States

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 10 independent RIAs by Barron’s for its combination of quality and scale in 2018, 2019 and 2020. As your.

Apr 2022 - Apr 2023

Manager, Retirement Solutions Operations & Support

Buckingham Wealth Partners

Greater St. Louis Area

Buckingham Wealth Partners is a growing organization of advisors, financial specialists andthought leaders committed to driving comprehensive wealth management solutions andacting in the best interest of its clients. For investors, we offer Buckingham Strategic Wealth,a Registered Investment Advisor firm with a nationwide presence that delivers.

Jan 2020 - Mar 2022

Retirement Solutions Specialist (At Bam Advisor Services)

Buckingham Wealth Partners

8182 Maryland Avenue, Suite 500, Clayton, MO 63105

Jun 2015 - Dec 2019

Senior Capital Campaign Consultant

Pennington & Company

Lawrence, Kansas Area

Pennington & Company is a full-service fundraising, consulting, and public relations firm. Since its founding in 1993, Pennington has become the recognized leader in fraternity and sorority fundraising, having contracted with more than 500 clients representing over 60 (inter)national organizations on over 125 campuses and raised more than $440 million in.

Jun 2010 - Jun 2015

Director Of Development

Phi Kappa Theta Fraternity

Indianapolis, Indiana, United States

Established fundraising and administrative operations after 3 years of inactivity including:Renewed 700+ lapsed donors and acquired 200+ new donors in annual fund Raised over $240,000 in 2 years through annual fund and personal solicitationVisited 65 alumni in person during 1st year on the jobRecruited 3 new board members and re-established semi-annual.

Jun 2008 - Jan 2010

Director Of Chapter Development

Phi Kappa Theta Fraternity

Indianapolis, Indiana, United States

Oversee expansion and colony development; communicate with local volunteers; develop programs and resources for chapters; alumni development

Jun 2006 - Jun 2008
Team & coworkers

Colleagues at MBM Wealth Consultants

Other employees you can reach at mycwmusa.com. View company contacts for 39 employees →

LT Laurie Triplett-Wood Laurie Triplett-Wood Colleague at Mbm Wealth Consultants Ballwin, Missouri, United States, United States View → DS Debbie Stewart Debbie Stewart Colleague at Mbm Wealth Consultants Buckhead, Georgia, United States, United States View → BF Bill Friebel, Cfp®, Crpc® Bill Friebel, Cfp®, Crpc® Colleague at Mbm Wealth Consultants Greater St. Louis, United States View → CK Chad Klassen, Aams Chad Klassen, Aams Colleague at Mbm Wealth Consultants Mountain Lake, Minnesota, United States, United States View → HM Hannah Mendia Hannah Mendia Colleague at Mbm Wealth Consultants Oxford, Mississippi, United States, United States View → RB Rachel Blascak Rachel Blascak Colleague at Mbm Wealth Consultants Charlotte, North Carolina, United States, United States View → BG Benjamin G. Toben, Aams® Benjamin G. Toben, Aams® Colleague at Mbm Wealth Consultants Greater St. Louis, United States View → BS Blake Swenson Blake Swenson Colleague at Mbm Wealth Consultants Defiance, Missouri, United States, United States View → LB Liyin B. Liyin B. Colleague at Mbm Wealth Consultants St Louis, Missouri, United States, United States View → LH Lisa Huffman Lisa Huffman Colleague at Mbm Wealth Consultants Valley Park, Missouri, United States, United States View →
1 education record

Andy Kowal, Cpfa education

FAQ

Frequently asked questions about Andy Kowal, Cpfa

Quick answers generated from the profile data available on this page.

What company does Andy Kowal, Cpfa work for?

Andy Kowal, Cpfa works for MBM Wealth Consultants.

What is Andy Kowal, Cpfa's role at MBM Wealth Consultants?

Andy Kowal, Cpfa is listed as Wealth Advisor at MBM Wealth Consultants.

What is Andy Kowal, Cpfa's email address?

AeroLeads has found 1 work email signal at @penningtonco.com for Andy Kowal, Cpfa at MBM Wealth Consultants.

What is Andy Kowal, Cpfa's phone number?

AeroLeads has found 5 phone signal(s) with area code 785, 314 for Andy Kowal, Cpfa at MBM Wealth Consultants.

Where is Andy Kowal, Cpfa based?

Andy Kowal, Cpfa is based in St Louis, Missouri, United States while working with MBM Wealth Consultants.

What companies has Andy Kowal, Cpfa worked for?

Andy Kowal, Cpfa has worked for Mbm Wealth Consultants, Cornerstone Wealth Management, Usa, Moneta Group, Buckingham Wealth Partners, and Pennington & Company.

Who are Andy Kowal, Cpfa's colleagues at MBM Wealth Consultants?

Andy Kowal, Cpfa's colleagues at MBM Wealth Consultants include Laurie Triplett-Wood, Debbie Stewart, Bill Friebel, Cfp®, Crpc®, Chad Klassen, Aams, and Hannah Mendia.

How can I contact Andy Kowal, Cpfa?

You can use AeroLeads to view verified contact signals for Andy Kowal, Cpfa at MBM Wealth Consultants, including work email, phone, and LinkedIn data when available.

What schools did Andy Kowal, Cpfa attend?

Andy Kowal, Cpfa holds B.S., Business Management from Kansas State University.

What skills is Andy Kowal, Cpfa known for?

Andy Kowal, Cpfa is listed with skills including Fundraising, Leadership, Public Relations, Public Speaking, Strategic Planning, Volunteer Management, Alumni Relations, and Marketing.

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