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FINANCIAL ADVISOR

Adam J Norris

AAMS™
913 W Pleasant, Knoxville, IA 50138opens in a new window
Accepting New Clients
CallSend Me a Message

About Adam

As a financial advisor, I believe it's important to invest time in understanding what is important to you. I can help determine the most appropriate financial strategy for you, your family and your business. We provide highly personalized service by helping individuals, families, entrepreneurs and business owners in making financial decisions regarding their future. We focus in building wealth, retirement, retirement income, estate and legacy strategies.

I attended the University of Iowa and received a Bachelor of Business Administration (BBA) degree from the Henry B. Tippie College of Business with a major in finance. I started my career with Edward...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of IowaBachelor of Business Admin

Team Members

  • Kelly Shives
    Registered Branch Associate
  • Julie Herrera
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(641) 842-3500

Fax

(877) 332-6477

Office Address

913 W Pleasant
Knoxville, IA 50138opens in a new window

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