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Marion Gaylon Mcdowell

Detalus Advisors, LLC

St. Louis, MO

Evansville, IN

CRD 4574801

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Employer firm

Detalus Advisors, LLC CRD 117958

$2.22B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Detalus Advisors, Llc

383 Marshall Avenue, St. Louis, MO 63119 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-01-21
  • IN RA
    APPROVED
    Since 2020-01-21

Branch Locations

383 Marshall Avenue, St. Louis, MO 63119 • United States

Evansville, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcdowell, Kenshalo & Jesop, Llc Fairfield IL 10/1976 11/2021
Detalus Advisors, Llc Saint Louis MO 01/2013 Present
  • 10/1976 → 11/2021
    Mcdowell, Kenshalo & Jesop, Llc
    Fairfield, IL
  • 01/2013 → Present
    Saint Louis, MO
Other Businesses

Mr. McDowell is engaged as a Certified Public Accountant for which Mr. McDowell receives separate, yet customary compensation. From time to time, Mr. McDowell will offer clients advice or products from this activity. Clients are in no way required to utilize the services of any representative of Detalus Advisors, LLC in their capacity as an accountant. Mr. McDowell's capacity as an accountant is not investment-related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-17
S63 Uniform Securities Agent State Law Examination 2002-10-29
  • S65 Uniform Investment Adviser Law Examination
    2012-01-17
  • S63 Uniform Securities Agent State Law Examination
    2002-10-29
Other Names
  • Marion Gaylon Mcdowell

View on SEC IAPD

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