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RIA / WealthAdvisorChartered Financial Consultant30 years in industry

JEFFREY CHARLES KIKEL

Advisor at FREEDOM DAY WEALTH MANAGEMENT LLC

Cedar Park, TX

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Search this name across graphsid dfx:ria:f1d53657-61cf-663b-9533-90aaf1f97dc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 15, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FREEDOM DAY WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66|S65|S63
First exam: Oct 4, 1995
First registration: Aug 15, 2001
Dual registered: no
Other names: Jeffrey Kikel|Jeff Kikel
IAPD individual key: 2661350

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FREEDOM DAY WEALTH MANAGEMENT LLC	State registered	Dec 7, 2022	n/a	yes	Cedar Park, TX	Current employment
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.	Independent wealth	Jun 6, 2017	Jan 3, 2023	no	CEDAR PARK, TX	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Mar 9, 2016	Jun 9, 2017	no	AUSTIN, TX\|DALLAS, TX	Previous registration
SOUTH TEXAS MONEY MANAGEMENT, LTD.	Former SEC adviser	Jan 14, 2015	Feb 29, 2016	no	AUSTIN, TX\|SAN ANTONIO, TX	Previous registration
EDWARD JONES	National bd RIA	Mar 15, 2013	Dec 15, 2014	no	AUSTIN, TX\|AUSTIN, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 24, 2011	Feb 13, 2013	no	Austin, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 15, 2001	Jan 6, 2011	no	WESTLAKE, TX\|IRVING, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.	FREEDOM DAY WEALTH MANAGEMENT LLC	Jan 3, 2023	Dec 7, 2022	-27	Firm change	RIA to state RIA
ONEAMERICA SECURITIES, INC.	BOYCE & ASSOCIATES WEALTH CONSULTING, INC.	Jun 9, 2017	Jun 6, 2017	-3	Firm change	Other
SOUTH TEXAS MONEY MANAGEMENT, LTD.	ONEAMERICA SECURITIES, INC.	Feb 29, 2016	Mar 9, 2016	9	Firm change	Other
EDWARD JONES	SOUTH TEXAS MONEY MANAGEMENT, LTD.	Dec 15, 2014	Jan 14, 2015	30	Firm change	Other
CHARLES SCHWAB & CO., INC.	EDWARD JONES	Feb 13, 2013	Mar 15, 2013	30	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Jan 6, 2011	Jan 24, 2011	18	Firm change	Ibd to ibd

Relationships

Registered with (7)

→ FREEDOM DAY WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Dec 7, 2022 to presentfactForm ADV
→ BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Registered adviserregistration: previous registration
Jun 6, 2017 to Jan 3, 2023factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Mar 9, 2016 to Jun 9, 2017factForm ADV
→ SOUTH TEXAS MONEY MANAGEMENT, LTD.Registered adviserregistration: previous registration
Jan 14, 2015 to Feb 29, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 15, 2013 to Dec 15, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 24, 2011 to Feb 13, 2013factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 15, 2001 to Jan 6, 2011factForm ADV

Dated events

Occurred
Jan 3, 2023
Advisor changed firm
Jeffrey Charles Kikel left Boyce & Associates Wealth Consulting, Inc. for Freedom Day Wealth Management Llc (registered 2022-12-07)
Form ADVobserved 6 days ago