Kelly Kristen Griggs

Employer firm

Boyce & Associates Wealth Consulting, Inc. CRD 288157

$245M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 07/2018
  Primerica Financial Services
  Greenwood Village, CO
• 07/2017 → 07/2018
  American Academy Charter School
  Castle Pines, CO
• 06/2015 → 07/2017
  Red Hawk Elementary School
  Centennial, CO
• 04/2018 → 11/2020
  Guardian Life Insurance Co Of America
  Austin, TX
• 08/2018 → 11/2020
  Park Avenue Securities
  Austin, TX
• 11/2020 → Present
  Bka Wealth Consulting, Inc.
  Cedar Park, TX

Previous Registrations

• 2020-06-24 → 2020-12-11
  Park Avenue Securities Llc
  Austin, TX

Other Businesses

1. Networking BossBabes I lead a group of business women in a networking platform. Start: 06/01/2018 Address: We meet once a month, currently at Springhill Suites 1110 Discovery Boulevard Cedar Park, Texas 78613. 10 non bus hrs per month Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-09
• S63 Uniform Securities Agent State Law Examination
  2018-10-05

Other Names

• Kelly Freeman
• Kelly Freeman-Murphy
• Kelly Kristen Freeman