
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
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