Jeffrey Kikel (CRD# 2661350) is an Investment Advisor Representative working at Freedom Day Wealth Management LLC in Cedar Park, TX and has over 28 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom Day Wealth Management LLC | Cedar Park, TX | Oct 2022 - Current | 1 |
| Bka Wealth Consulting, Inc. | Cedar Park, TX | Mar 2017 - Current | 7 |
| American United Life | Austin, TX | Jan 2016 - Current | 8 |
| Cptx Wealth Strategies | Cedar Park, TX | Mar 2016 - Mar 2017 | 1 |
| South Texas Money Management, Ltd. | San Antonio, TX | Jan 2015 - Mar 2016 | 1 |
| Edward Jones And Company | Austin, TX | Mar 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management8MILLIONS
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Total Number of Accounts22ACCOUNTS
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Average Account Value$345,823
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
TX
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