Kendree Kowalczyk Spisak

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

• 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
  Ekon Advisors Llc
  St. Louis, MO
• 12/2021 → Present
  Ekon Advisors Llc
  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

• 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