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Kelly Barta, Financial Advisor

FINANCIAL ADVISOR
Kelly M Barta

CFP®, ChFC®
702 S Gilbert St Ste 102, Iowa City, IA 52240opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Sustainable investing
  • LGBTQ+ Finances
  • Divorce Finances

About Kelly

Our team partners with individual investors and families to not only help them reach their goals, but also empower them along the journey to help them achieve their financial ambitions. We want the people we serve to know they are in trustworthy hands, feeling confident and informed in their plans. Shawna and I work to accomplish this every day by building meaningful relationships with our clients.

It is incredibly important to us to meet our clients where they're currently at in life – without judgement, providing inclusive services informed by our depth of experience working with a variety of circumstances in...

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Upper Iowa UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Reading
  • Volunteering

Team Members

  • Shawna Mueller
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(319) 351-6095

Fax

(888) 840-6439

Office Address

702 S Gilbert St Ste 102
Iowa City, IA 52240opens in a new window

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