Keith Thomas Kowalczyk
Investment adviser representative at Ekon Advisors, LLC
45 yearsExperience
1 stateRegistered in
$219.8MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
45 years in the industry.
- Mutual Securities, Inc.Jan 2023 to now
- Ekon Advisors, LLCNov 2015 to now
- Qualified Benefits Consultants Inc.Jul 1981 to now
- Cantella & Co., Inc.Mar 2003 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
Ekon Advisors, LLC
$219.8MAssets managed
15Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4634953
- Firm CRD
- 281039