Keith KowalczykCRD Number: 4634953
Current Firm: Cantella & Company, Inc.
Keith Kowalczyk (CRD# 4634953) is an Investment Advisor Representative working at Cantella & Company, Inc. in Saint Louis, MO and has over 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Qbc., Inc.||St. Louis , MO||Jul 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management940MILLIONS
Total Number of Accounts3,717ACCOUNTS
Average Account Value$253,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV