Keith Kowalczyk, financial advisor Saint Louis MO

Keith Kowalczyk

CRD Number: 4634953
Current Firm: Ekon Advisors, LLC

Keith Kowalczyk (CRD# 4634953) is an Investment Advisor Representative working at Ekon Advisors, LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Jan 2023 - Current 1
Ekon Advisors LLC St. Louis, MO Nov 2015 - Current 8
Ekon Advisors LLC St Louis, MO Nov 2015 - Current 8
Qualified Benefits Consultants Inc. St. Louis, MO Jul 1981 - Current 42
Cantella & Company, Inc. Boston, MA Mar 2003 - Dec 2022 19
Cantella & Company, Inc. Boston, MA Jul 2014 - Dec 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S66 NASAA Uniform Combined State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Keith T. Kowalczyk
Phone Number: 314-367-6327
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $12,724,330
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

IL, MO

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