Keith
Kowalczyk

Ekon Advisors, LLC

CRD#4634953
Investment Advisor
in Saint Louis, MO

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About this Advisor

Keith Kowalczyk is a financial advisor based in Saint Louis, Missouri, working with Ekon Advisors, LLC. Keith has previously held positions at Ekon Advisors LLC, Cantella & Co., Inc, Mutual Securities, Inc, and Qualified Benefits Consultants Inc. Keith has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Keith is part of Ekon Advisors, LLC, which operates out of Saint Louis, Missouri. The firm has 3 employees and manages assets totaling $203.6 million. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Ekon Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4940 Washington Blvd.
Saint Louis, MO 63108

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Ekon Advisors, LLC Brokerage Details

Total Assets Under Management

$203,589,278

MO Average: $11,469,110,461
Total Number of Employees

3

MO Average: 458
Total Number of Accounts

16

MO Average: 33,415
Average Account Size

$12,724,330

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Keith Kowalczyk Work History

2023 - Present (1 year)

Mutual Securities, Inc

2015 - Present (9 years)

Ekon Advisors LLC

2015 - Present (9 years)

Ekon Advisors LLC

1981 - Present (43 years)

Qualified Benefits Consultants Inc

2014 - 2021 (7 years)

Cantella & Co., Inc

2003 - 2022 (19 years)

Cantella & Co., Inc

Disclosures

Please visit the SEC profile of Keith Kowalczyk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ekon Advisors, LLC

Genelle Brakefield
Saint Louis, MO
Kendree Spisak
Saint Louis, MO
Keith Kowalczyk
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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