Keith Thomas Kowalczyk

Employer firm

Ekon Advisors, LLC CRD 281039

$220M regulatory AUM 39 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Pension consulting
• CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1981 → Present
  Qualified Benefits Consultants Inc.
  St. Louis, MO
• 11/2015 → Present
  Ekon Advisors Llc
  St. Louis, MO
• 03/2003 → 12/2022
  Cantella & Co., Inc.
  Boston, MA
• 11/2015 → Present
  Ekon Advisors Llc
  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

• 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