Genelle Marie Brakefield

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

• 05/2010 → 12/2022
  Cantella And Co., Inc.
  Boston, MA
• 07/2015 → Present
  Ekon Advisors Llc
  St. Louis, MO
• 12/2021 → Present
  Ekon Advisors Llc
  St Louis, MO
• 06/2006 → Present
  Qualified Benefits Consultants, Inc.
  St. Louis, MO
• 05/2011 → 12/2021
  Cantella And Co., Inc.
  Boston, MA
• 01/2023 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2011-05-05 → 2021-12-31
  Cantella & Co., Inc.
  St. Louis, MO
  Oregon City, OR

Other Businesses

1. Qualified Benefits Consultants, Inc. dba Ekon Benefits, Start Date: 06/2006, 4940 Washington Blvd., St. Louis, MO 63108, Corporation, Retirement Benefit Administration, Vice President, Provide Administration and services for retirement plans, Not Investment Related, 150 Hours per month, 8 Hours per day during trading hours. 2. Ekon Advisors, LLC., Start Date: 07/01/2015, 4940 Washington Blvd., St. Louis, MO 63108, LLC, President - Advisory Business is run through this entity, President, Investment Advisor Representative, Investment Related, 20 Hours per month, 1 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

• S66 Uniform Combined State Law Examination
  2011-05-04

Other Names

• Genelle Marie Kowalczyk