Kirk James Bond
ChFC®, CLU®Professional Summary
Kirk James Bond, ChFC®, CLU® is a registered financial advisor currently at APEXEDGE LLC located in Grimes, Iowa. Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Kirk has worked at 7 firms and has passed the Series 65, Series 63, Series 6, Series 7 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
APEXEDGE LLC
Contact Information
Main Address
408 Se 2nd St, Grimes, IA 50111Phone Number
(515) 360-5038# of Employees
1Documents
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PRINCIPAL SECURITIES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/6/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1997About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 1998About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kirk James Bond's CRS (Customer Relationship Summary).
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