KK
KK

Keith Kowalczyk

23 Years of Experience
St. Louis, MO
Broker

Keith Kowalczyk is a registered investment advisor, based in St. Louis, MO, with 23 years of industry experience.

Location

4940 Washington Blvd., St. Louis, MO, 63108

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Keith is the President of Qualified Benefits Consultants, Inc. providing administrative and consulting services for retirement plans, dedicating about half of his time. He is also a Member of Ekon Advisors, LLC, providing investment advisory services, dedicating about 10-20% of his time, and a Registered Representative for Mutual Securities Inc, dedicating about a quarter of his time.

Employment History
Current Registrations
Mutual Securities, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Ekon Advisors, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cantella & CO., INC.
July 2014 - February 2022 · 7 yrs 7 mos
Cantella & CO., INC.Broker
March 2003 - December 2022 · 19 yrs 9 mos
State Registrations1 state
MO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Keith Kowalczyk - Financial Advisor | TrueAdvisor