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Kirk B

Series 63, Series 65

Grimes, IA

Apexedge LLC

Kirk Bond is the principal of Apexedge LLC, an independent financial advisory firm based in Grimes, IA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Apexedge in 2025, he worked with RIA Advisory Group, LLC for 15 years and has operated as a sole proprietor since 1999. Outside of his advisory work, Bond is a part-owner of Brokerstreet Insurance Services and is active as a life insurance marketer. Apexedge LLC provides financial planning, consultation, and discretionary asset management primarily to individuals and high-net-worth clients. The firm utilizes a third-party manager network through Envestnet/ARIA to implement investment strategies based on client suitability questionnaires.

General retirement planning Tax strategies for small businesses Wealth management
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