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Kirk James Bond

RIA Advisory Group, LLC

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About Kirk James Bond

Kirk James Bond is a financial professional who has been in the industry since 1992. Kirk is registered with RIA Advisory Group, LLC and has a Series 63 and Series 65 license. Kirk has experience working with various financial services firms including Equitrust Marketing Services, LLC, Equitrust Investment Management Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Kirk is a Chartered Financial Consultant.

Firm Information

Kirk Bond is currently registered with RIA Advisory Group, LLC. RIA Advisory Group, LLC is an investment advisor based in DES MOINES, IA. They manage $398,868,182 in regulatory assets under management for 2,799 clients. The firm specializes in portfolio management for individuals. They have 15 licensed agents and 24 investment adviser representatives.
RIA Advisory Group, LLC

500 SW 7TH STREET

DES MOINES, IA 50309

$398.87M

Assets Under Management

29

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirk Bond’s Registration & Firm History

IA

01/13/2011 - Present

RIA Advisory Group, LLC (DES MOINES IA)

IA

12/08/1998 - 04/16/1999

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

IA

08/11/1997 - 12/08/1998

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. (WEST DES MOINES IA)

MN

09/16/1992 - 04/01/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/16/1992 - 04/01/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 07/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/25/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/14/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk James Bond.
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