Adam Kline

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Bondurant, IA 50035

Credentials

CFP®, Series 63, Series 66

Industry experience

21 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Military & Veterans

Demographic focus

Hispanic/Latino/Latinx Intergenerational Families

Work history

Edward Jones investments

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mike J

CFP®

Des Moines, IA

Teacher Wealth

Hello, I'm Mike. I founded Teacher Wealth to raise the standard of financial advice to educators. As a former teacher, I understand the challenges that educators face with their finances; as well as the unique opportunities. Unfortunately, in many ways, the financial services community has ignored the profession. I am trying to change that. Teachers deserve better! Many families just need someone to walk with them as they make important decisions. To really get to know them. To ask them the right questions. To challenge them. To offer them accountability. I am honored to be this person for my clients. At Teacher Wealth, we like to say that "it's not just about the money." Instead, the focus is on how money can best create clarity, security, and fulfillment in our lives. The K-12 financial literacy education movement is a passion of mine and I try to help with that by serving on the board of the Iowa Jump$tart Coalition. On the personal side, I've been married to my best friend Tisa for over 20 years. We live in chaos most of the time in our Des Moines, Iowa home as we raise our four awesome kids. We do our best to prioritize our marriage over everything else except our faith. We are active members of Holy Trinity Catholic Church in Des Moines.

College savings (529s, UTMA, etc.) Educators, Teachers, and Academics Gen X (Born 1965-1980)

Travis A

CFP®, CFA®, RICP®

Ankeny, IA

Custom Wealth Planners

Travis specializes in working with those nearing and in retirement. He takes a transparent and collaborative approach to helping clients define their best life and outlining the steps necessary to get there. His services include cash flow analysis, tax planning, investment management, risk management, and estate planning. This can be offered via one-time Planning Engagements or ongoing Full-Service Advisory offerings.

General tax planning Retirement income strategy Income planning Baby Boomers (Born 1946-1964)

Luke B

CFP®, Series 66

Ankeny, IA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

Mark E

Series 63, Series 66

Ankeny, IA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Kevin P

Series 63, Series 66

Des Moines, IA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Ryleah C

CFP®, Series 66

Ankeny, IA

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer
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