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
View more

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
Profile Photo
Tim Shmidl
Wealth Manager - Certified Financial Planner Professional® and Principal
Profile Photo
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