
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
Profile Information
Wealth Advisor
Prism Financial Group LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Overland Park
Kansas
United States
May 15, 2024
More profiles to browse
AB
Amanda Brown
Wealth Advisor and Financial Planner
Tim Shmidl
Wealth Manager - Certified Financial Planner Professional® and Principal
Randy Schaller
Wealth Advisor
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc