Jeffrey Charles Kikel

Current Employers

Employment History

• 01/2016 → Present
  American United Life
  Austin, TX
• 03/2016 → 03/2017
  Cptx Wealth Strategies
  Cedar Park, TX
• 03/2017 → Present
  Bka Wealth Consulting, Inc
  Cedar Park, TX
• 10/2022 → Present
  Freedom Day Wealth Management Llc
  Cedar Park, TX

Previous Registrations

• 2017-06-06 → 2023-01-03
  Boyce & Associates Wealth Consulting, Inc.
  Cedar Park, TX
• 2016-03-09 → 2017-06-09
  Oneamerica Securities, Inc.
  Austin, TX
  Dallas, TX
• 2015-01-14 → 2016-02-29
  South Texas Money Management, Ltd.
  Austin, TX
  San Antonio, TX
• 2013-03-15 → 2014-12-15
  Edward Jones
  Austin, TX
  Austin, TX
• 2011-01-24 → 2013-02-13
  Charles Schwab & Co., Inc.
  Austin, TX
• 2001-08-15 → 2011-01-06
  Strategic Advisers Llc
  Westlake, TX
  Irving, TX
  Dallas, TX

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-31
• S66 Uniform Combined State Law Examination
  2001-07-20
• S63 Uniform Securities Agent State Law Examination
  1995-10-04

Designations

Other Names

• Jeffrey Kikel
• Jeff Kikel