Unclaimed Profile

Jeffrey Charles Kikel

BKA WEALTH CONSULTING, INC.·CEDAR PARK, Texas

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66ChFC25 years registeredBKA 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. · 25 years registered

Brand Profile

Not yet started

Career History

FREEDOM DAY WEALTH MANAGEMENT LLC

Dec 2022 – present

BKA WEALTH CONSULTING, INC.

Jun 2017 – Jan 2023

CEDAR PARK, TX

ONEAMERICA SECURITIES, INC.

Mar 2016 – Jun 2017

AUSTIN, TX

SOUTH TEXAS MONEY MANAGEMENT, LTD.

Jan 2015 – Feb 2016

AUSTIN, TX

EDWARD JONES

Mar 2013 – Dec 2014

AUSTIN, TX

CHARLES SCHWAB & CO., INC.

Jan 2011 – Feb 2013

AUSTIN, TX

STRATEGIC ADVISERS, INC.

Aug 2001 – Jan 2011

WESTLAKE, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · August 15, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

2021Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

CRD 288157 · SEC 801-121446

AUM

$165M

Regulatory assets under management

Employees

725 client accounts

Services offered by BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOYCE & ASSOCIATES WEALTH CONSULTING, INC. →

Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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