Keith
Kowalczyk
Ekon Advisors, LLC
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About this Advisor
Keith Kowalczyk is a financial advisor who works in Saint Louis, Missouri with a total of 1 year of relevant experience. Kowalczyk currently works for Ekon Advisors, LLC. During their career, the advisor has held roles at Ekon Advisors LLC, Cantella & Co., Inc, Mutual Securities, Inc and Qualified Benefits Consultants Inc. Kowalczyk holds Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Ekon Advisors, LLC is a registered investment firm headquartered in Saint Louis, MO. It controls $181 million in assets among its 15 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm has a few services, such as portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fee schedules largely vary depending on the financial services. However, fees billed by Ekon Advisors, LLC likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ekon Advisors, LLC Brokerage Details
$181,047,487
3
15
$12,069,832
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Keith Kowalczyk Work History
Keith has been registered as a financial advisor for 1 years.*
Mutual Securities, Inc
Ekon Advisors LLC
Ekon Advisors LLC
Qualified Benefits Consultants Inc
Cantella & Co., Inc
Cantella & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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