Best Investors Account Sign in

Kendree Kowalczyk Spisak

Ekon Advisors, LLC

St. Louis, MO

Claim This Profile
Current Employers
Ekon Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-12-22
MO RA APPROVED 2022-01-03
  • OR RA
    APPROVED
    Since 2024-12-22
  • 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 08/2003 Present
Cantella & Co., Inc St. Louis MO 10/2003 12/2022
Cantella & Co., Inc. Boston MA 04/2015 12/2021
Ekon Advisors Llc St. Louis MO 07/2015 Present
Ekon Advisors Llc St Louis MO 12/2021 Present
Mutual Securities, Inc. Camarillo CA 01/2023 Present
  • 08/2003 → Present
    Qualified Benefits Consultants Inc.
    St. Louis, MO
  • 10/2003 → 12/2022
    Cantella & Co., Inc
    St. Louis, MO
  • 04/2015 → 12/2021
    Cantella & Co., Inc.
    Boston, MA
  • 07/2015 → Present
    St. Louis, MO
  • 12/2021 → Present
    St Louis, MO
  • 01/2023 → Present
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
  • 2015-11-06 → 2021-12-31
    Cantella & Co., Inc.
    Portland, OR
    St. Louis, MO
    Oregon City, OR
    St. Louis, MO
Other Businesses

1. Ekon Advisors, LLC., Start Date: 07/14/2015, 4940 Washington Blvd., St. Louis, MO 63108, LLC, RIA, Compliance Officer, I am the Compliance Officer and an Owner, Investment Related, 80 Hours per month, 4 Hours per month during trading hours. 2. Qualified Benefits Consultants Inc. dba Ekon Benefits, Start Date: 08/25/2003, 4940 Washington Blvd., St. Louis, MO 63108, Corporation, Consulting Services, Vice President-Operations, Provide Administration an Services for Retirement Plans, Not Investment Related, 90 Hours per month, 90 Hours per month 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
S66 Uniform Combined State Law Examination 2015-11-05
S63 Uniform Securities Agent State Law Examination 2003-11-03
  • S66 Uniform Combined State Law Examination
    2015-11-05
  • S63 Uniform Securities Agent State Law Examination
    2003-11-03
Other Names
  • Kendree Kowalczyk
  • Kendree Jean Kowalczyk
  • Kendree K. Spisak

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor