EK
Edna Kowitz
LEXAURUM ADVISORS
Owings Mills, MD 21117
Some features on this profile are disabled
CRD#: 4230595
EK
Professional summary
Edna Kowitz, ChFC®, CLU®, who also goes by Edna Krell, is a registered financial advisor currently at LEXAURUM ADVISORS located in Owings Mills, Maryland.
Edna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edna has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edna Krell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) EDNA KOWITZ, INVESTMENT RELATED; 342 CHAMBORLEY DRIVE, REISTERSTOWN, MD 21136; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN JUNE 2000; APPROXIMATELY 10 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES.
(2) EDNA KOWITZ, NOT INVESTMENT RELATED; 342 CHAMBORLEY DRIVE, REISTERSTOWN, MD 21136; LONG-TERM CARE INSURANCE; AGENT; BEGAN JUNE 2000; APPROXIMATELY 10 HOURS PER MONTH INCLUDING DURING TRADING HOURS; LONG-TERM CARE INSURANCE SALES.
(3) EDNA KOWITZ, INVESTMENT RELATED; 342 CHAMBORLEY DRIVE, REISTERSTOWN, MD 21136; FIXED ANNUITIES; AGENT; BEGAN JUNE 2000; APPROXIMATELY 5 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED ANNUITY SALES.
(4) KOWITZ FINANCIAL GROUP, LLC; INVESTMENT RELATED; 10451 MILL RUN CIRCLE, SUITE 400, OWINGS MILLS, MD 21117; INVESTMENTS, FINANCIAL PLANNING, INSURANCE; PRESIDENT; BEGAN 04/2011; 40 HOURS PER WEEK; DBA FOR ADVISORY AND INSURANCE BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Edna Kowitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 30, 2017 - Present
LEXAURUM ADVISORS
Office #1: 10451 Mill Run Circle, Suite 400, Owings Mills, MD 21117RIA
CRD#: 283653
Owings Mills, MD
Past
September 1, 2016 - July 11, 2017
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
OWINGS MILLS, MD
Past
September 1, 2016 - July 11, 2017
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
OWINGS MILLS, MD
Past
January 29, 2014 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
OWINGS MILLS, MD
Past
January 28, 2014 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
OWINGS MILLS, MD
Past
June 30, 2011 - October 16, 2014
KOWITZ FINANCIAL GROUP
RIA
CRD#: 157510
OWINGS MILLS, MD
Past
April 7, 2011 - December 31, 2012
CEROS FINANCIAL SERVICES, INC.
BD
CRD#: 37869
OWINGS MILLS, MD
Past
December 7, 2006 - April 6, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
COLUMBIA, MD
Past
September 28, 2000 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
September 28, 2000 - April 6, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
COLUMBIA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
Registered Investment Advisory firm - (5/10/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(6/30/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
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Contact information
Main Address
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085
Mailing Address
Phone number
(913) 261-9316
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,641 |
| AUM (Assets Under Management) | $ 1,006,435,215 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
