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portrait of Adam S Kline
FINANCIAL ADVISOR

Adam S Kline

CFP®
85 Paine St SE Suite E, Bondurant, IA 50035opens in a new window
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About Adam

One of the greatest benefits of what I do every day is to see my clients achieve what is most important to them. For some, that is having a ‘work optional’ retirement. For others, it is to spend more time with their family, either at home or by traveling together. I truly enjoy conversations with clients which revolve around what they are most passionate about.

My office administrator, Karen Zimmerman, helps to ensure our client's needs are being met. She and I have worked together for 17 years. Karen is an integral part of our processes at the office and a...

Focus Areas

  • Charitable Giving
  • Divorce Finances
  • Estate & Legacy Strategies
  • Hispanic Family Finances
  • Military Professionals & Veterans
  • Intergenerational Planning

Work History

  • Edward JonesMay 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Drake UniversityBachelor of Science
  • Drake UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Skiing
  • Wine Collecting/Enthusiast

Team Members

  • Karen Zimmerman
    Sr. Branch Office Administrator
  • Alyssa Arnold
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(515) 967-8400

Fax

(888) 563-8125

Office Address

85 Paine St SE Suite E
Bondurant, IA 50035opens in a new window

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