Broker Check
Charlie Koch, CFP®, CPWA®, CFS®

Charlie Koch, CFP®, CPWA®, CFS®

Wealth Advisor

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 advisor with a firm that specializes in working with non-profit organizations. He was immediately charged with enhancing client experience by improving the quality of advice given and establishing a higher level of engagement with clients of the firm.

In 2009 Charlie had the opportunity to work with an internet based investment advisory firm where he provided advice to a large number of people nationwide on how to best take advantage of their employer sponsored retirement plans. Charlie also worked to enhance general financial literacy by frequently writing articles posted on a number of financial blogs.

In 2010 Charlie received a Master's in Business Administration from Baker University and earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional. The CFP® title is awarded to individuals who successfully complete the College for Financial Planning's rigorous academic and professional requirements.

Charlie joined Prism Financial Group in 2012 where he specializes in helping McDonald's owners and their Nex Gen plan for future financial needs. Charlie finds this specialty exceptionally rewarding because it allows him to work with people who have a bright vision of their own future and a strong drive to achieve their goals.

Charlie married his high school sweetheart Jenni in 2008 after an eight year courtship. In September of 2011, they welcomed their first child Katie into their family. Charlie and Jenni work with organizations to rescue stray dogs. They have adopted Carl, Harley, and Sadie, three former strays into their family. In his spare time, Charlie is an outdoorsman and enjoys working with his hands.