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Keith Thomas Kowalczyk

Ekon Advisors, LLC

St. Louis, MO

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Current Employers
Ekon Advisors, Llc

4940 Washington Blvd., St. Louis, MO 63108 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-01-03
  • MO RA
    APPROVED
    Since 2022-01-03

Branch Locations

4940 Washington Blvd., St. Louis, MO 63108 • 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
Qualified Benefits Consultants Inc. St. Louis MO 07/1981 Present
Ekon Advisors Llc St. Louis MO 11/2015 Present
Cantella & Co., Inc. Boston MA 03/2003 12/2022
Ekon Advisors Llc St Louis MO 11/2015 Present
Cantella & Co., Inc. Boston MA 07/2014 12/2021
Mutual Securities, Inc. Camarillo CA 01/2023 Present
  • 07/1981 → Present
    Qualified Benefits Consultants Inc.
    St. Louis, MO
  • 11/2015 → Present
    St. Louis, MO
  • 03/2003 → 12/2022
    Cantella & Co., Inc.
    Boston, MA
  • 11/2015 → Present
    St Louis, MO
  • 07/2014 → 12/2021
    Cantella & Co., Inc.
    Boston, MA
  • 01/2023 → Present
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
  • 2014-07-01 → 2022-02-01
    Cantella & Co., Inc.
    St. Louis, MO
    St. Louis, MO
    Oregon City, OR
Other Businesses

1. Qualified Benefits Consultants, Inc., dba Ekon Benefits, Start Date: 07/01/1981, 4940 Washington Blvd, St. Louis, MO 63108, Corporation, President, Administrative and Consulting Services for Retirement Plans, President, Provide Administrative and Consulting Services for Retirement Plans, Investment Related, 80 Hours per month, 4 Hours per day during trading hours. 2. Ekon Advisors, LLC., Start Date: 11/01/2015, 4940 Washington Blvd., LLC, Investment Advisory, Member, Investment Advisory, Investment Related, 30 Hours per month, 4 Hours per day during trading hours. 3. Mutual Securities Inc; Start Date : 2023-01-01; 807-A Camarillo Springs Road, Camarillo, CA, 93012;Registered Representative - Work as a Registered Representative for Mutual Securities Inc; Investment Related; 43 Hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-30
S66 Uniform Combined State Law Examination 2005-08-17
S63 Uniform Securities Agent State Law Examination 2003-04-02
  • S65 Uniform Investment Adviser Law Examination
    2014-06-30
  • S66 Uniform Combined State Law Examination
    2005-08-17
  • S63 Uniform Securities Agent State Law Examination
    2003-04-02
Other Names
  • Keith T Kowalczyk

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