JK
Jeffrey C. Kikel
FREEDOM DAY WEALTH MANAGEMENT LLC
Cedar Park, TX 78613
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CRD#: 2661350
JK
Professional summary
Jeffrey Charles Kikel, ChFC®, who also goes by Jeff Kikel, Jeffrey Kikel Sr., is a registered financial advisor currently at FREEDOM DAY WEALTH MANAGEMENT LLC located in Cedar Park, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jeffrey has worked at 8 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Kikel | Jeffrey Kikel Sr.
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.
Jeffrey Charles Kikel is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. BWCI always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of BWCI in connection with such individual's activities outside of BWCI. Jeffrey Charles Kikel is owner of CPTX Products; a liquidation resale business, co-owner T-Werx Coworking co-working facility business President & founder, in startup phase. Mr. Kikel does not offer clients any services from his outside activities. Jeffrey Charles Kikel is a Consultant at BKA Business Consulting, LLC; a single-member limited liability company set up under BKA Wealth Consulting, Inc. to perform business consulting activities, including business assessment and valuation, as part of our broader exit planning practice for business owners. It is not investment-related. Jeffrey Charles Kikel started his relationship with this business on 8/20 and devotes approximately 5 hours per month to this business. He devotes up to 1 hour per month to this business during securities hours. Jeffrey Charles Kikel the CEO of CPTX Renewable Energy, LLC; which sells solar residential systems. It is not investment-related. Jeffrey Charles Kikel started his relationship with this business on 02/22 and devotes approximately 15 hours per month to this business, none of which are during securities trading hours. Jeffrey Charles Kikel is the owner of CPTX Media, LLC; a single-member limited liability company set through which he publishes books and performs Marketing Consulting. It is not investment-related. Jeffrey Charles Kikel started his relationship with this business on 11/21 and devotes approximately 10 hours per month to this business, none of which are during securities trading hours. T-Werx LLC, Coworking and Shared Office | Not Investment Related | 1320 Arrow Point Dr, Ste 501, Cedar Park TX 78613 - Founder since 01/2016,Less than 20 Hours Per Month, Less than 20 hours per month Connemara Hills Partners | Real Estate Investment | Investment Related | 1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613 - Managing Partner since 10/2022 (Less than 2 hours per week) Be the Rhino, 1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613, Board Member, 2018, 1 Hr per year, 0 during trading hours LEEF, 204 W South St. Leander, TX 78646, Board Member, March 2015, 1-2 Hours per Month, 1 Hour during Trading Hours
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Charles Kikel'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
December 7, 2022 - Present
FREEDOM DAY WEALTH MANAGEMENT LLC
Office #1: 1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613RIA
CRD#: 323916
Cedar Park, TX
Past
June 6, 2017 - January 3, 2023
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
RIA
CRD#: 288157
CEDAR PARK, TX
Past
March 10, 2016 - June 9, 2017
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
AUSTIN, TX
Past
March 9, 2016 - June 9, 2017
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
AUSTIN, TX
Past
January 14, 2015 - February 29, 2016
SOUTH TEXAS MONEY MANAGEMENT, LTD.
RIA
CRD#: 112188
AUSTIN, TX
Past
March 15, 2013 - December 15, 2014
EDWARD JONES
RIA
CRD#: 250
AUSTIN, TX
Past
March 15, 2013 - December 15, 2014
EDWARD JONES
BD
CRD#: 250
AUSTIN, TX
Past
January 24, 2011 - February 13, 2013
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
AUSTIN, TX
Past
January 24, 2011 - February 13, 2013
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
AUSTIN, TX
Past
August 15, 2001 - January 6, 2011
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Past
September 27, 1995 - January 5, 2011
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
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
Texas(12/7/2022)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
FD
FREEDOM DAY WEALTH MANAGEMENT LLC
FREEDOM DAY WEALTH MANAGEMENT LLC
CRD#: 323916 / SEC#:
Texas
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Contact information
Main Address
1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613
Mailing Address
Phone number
(512) 785-9238
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 9,800,000 |
Red Flags
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