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Jeffrey Charles Kikel

BKA WEALTH CONSULTING, INC.·CEDAR PARK, Texas
Clean recordBKA WEALTH CONSULTING, INC.
3109 KENAI DR., CEDAR PARK, TX 78613CRD# 2661350Firm CRD# 288157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Charles Kikel · CEDAR PARK, TX
Registration
CRD #2661350 · BKA WEALTH CONSULTING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Charles Kikel is a registered financial advisor based in CEDAR PARK, Texas, affiliated with BKA WEALTH CONSULTING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
AUM
$165M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2661350
Firm CRD# 288157
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Charles Kikel offer?
Jeffrey Charles Kikel specializes in Financial Planning, Investment Management. Contact their office in CEDAR PARK, Texas for a consultation.
What are Jeffrey Charles Kikel's credentials?
Jeffrey Charles Kikel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Kikel located?
Jeffrey Charles Kikel is based in CEDAR PARK, Texas, working with BKA WEALTH CONSULTING, INC.. Their office serves clients in the CEDAR PARK metropolitan area and surrounding communities.
How does Jeffrey Charles Kikel charge for services?
Jeffrey Charles Kikel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BKA WEALTH CONSULTING, INC.?
BKA WEALTH CONSULTING, INC. has approximately 8 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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