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KB

Kirk J. Bond

APEXEDGE
GRIMES, IA 50111
Some features on this profile are disabled
CRD#: 2272596
KB

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk James Bond's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

March 6, 2026 - Present

APEXEDGE LLC

Office #1: 408 Se 2nd St, Grimes, IA 50111
RIA
CRD#: 339077
GRIMES, IA
Past

January 13, 2011 - March 30, 2026

RIA ADVISORY GROUP, LLC

RIA
CRD#: 152566
DES MOINES, IA
Past

June 11, 2010 - January 18, 2011

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
PANORA, IA
Past

December 8, 1998 - April 16, 1999

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA
Past

August 11, 1997 - December 8, 1998

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

BD
CRD#: 5308
WEST DES MOINES, IA
Past

September 16, 1992 - April 1, 1993

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 16, 1992 - April 1, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(3/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/30/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/21/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 6/25/1997
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 9/14/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/7/1998
Investment Company Products/Variable Contracts Principal Examination

Current Firm

AL
APEXEDGE LLC
APEXEDGE LLC

CRD#: 339077 / SEC#:

Iowa
Registered Investment Advisory firm - (3/6/2026 Approved)
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Contact information

Main Address
408 Se 2nd St, Grimes, IA 50111
Mailing Address
Phone number
(515) 360-5038
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

APEXEDGE LLC

CRD#: 339077Grimes, IA 50111

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