CoverProfile

Charlie Koch

Wealth Advisor

Prism Financial Group LLC

United States, Kansas, Overland Park

About Me

Charlie Koch started in the financial services industry at the age of 19 by securing a college internship with a seasoned advisor in Manhattan, KS. He went on to complete a summer internship with Northwestern Mutual where he learned about life insurance, annuities and a number of other financial tools. While in his junior year of college he obtained his series 7 and 66 licenses and went to work for Quantum Financial Partners. While there, he worked on number of more specialized financial cases including working to enhance the endowment program of a large 501(c)(4) organization. After graduating from KSU with a degree in personal Financial Planning, Charlie went to work as an independent advi
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Profile Information

Wealth Advisor

Prism Financial Group LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Overland Park

Kansas

United States

May 15, 2024

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