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JK

Jeffrey C. Kikel

FREEDOM DAY WEALTH MANAGEMENT LLC
Cedar Park, TX 78613
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

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®
ChFC®

Chartered Financial Consultant

Experience

Current

December 7, 2022 - Present

FREEDOM DAY WEALTH MANAGEMENT LLC

Office #1: 1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613
RIA
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
IAR
Series 65
Date: 12/31/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/9/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/9/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/26/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/10/1999
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/19/1999
General Securities Sales Supervisor - General Module Examination

Current Firm

FD
FREEDOM DAY WEALTH MANAGEMENT LLC
FREEDOM DAY WEALTH MANAGEMENT LLC

CRD#: 323916 / SEC#:

Texas
Registered Investment Advisory firm - (12/7/2022 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts59
AUM (Assets Under Management)$ 9,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FREEDOM DAY WEALTH MANAGEMENT LLC

CRD#: 323916Cedar Park, TX 78613

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