Kirk B.

Kirk B. Email and Phone Number

Owner @ Iowa, United States
Iowa, United States
Kirk B.'s Location
Dallas County, Iowa, United States, United States
Kirk B.'s Contact Details

Kirk B. work email

Kirk B. personal email

n/a
About Kirk B.

Specialties: I work with small business owners setting up 401k plans for companies with up to 10 employees. The plans we set up are designed to give the same features that larger companies can offer including very competitive administration fees compared to what is usually offered for these small business'.

Kirk B.'s Current Company Details
Bond Holdings

Bond Holdings

Owner
Iowa, United States
Kirk B. Work Experience Details
  • Bond Holdings
    Owner
    Bond Holdings
    Iowa, United States
  • Iea Wealth Of Grimes
    Investment Advisor
    Iea Wealth Of Grimes Oct 2010 - Present
    I started a wealth management firm in Grimes, IA. I operate as a fee based investment advisor. Working in partnership with the largest tax preparation firm in town. I specialize in actively managing our clients investments with monthly reallocations based on current market conditions using ETF's and no load mutual funds. Our trades are made through a discount brokerage so the fees our clients pay are dramatically less than the typical stock broker or investment advisor. I use a proactive investment strategy rather than a buy and hold approach that offers diversity between stocks, bonds, cash, commodities and real estate holdings.
  • Bond Holdings
    Owner
    Bond Holdings Jan 2011 - Present
    Grimes, Iowa
    I founded a housing rehabilitation company. We buy distressed homes around the state of Iowa. They are then improved and offered either for sale or rent. Through carefully screened sub contractors we are able to make vast improvements to houses that go through our rehabilitation program and improve the neighborhoods they are in.
  • Large Marketing Organization
    Life Insurance Broker
    Large Marketing Organization Apr 2001 - May 2013
    I specialize in placing impared risk life insurance cases. Negotiating with underwriters from various companies. Communicating with agents and helping them put together the offer's they need to place business. I conduct presentations to groups of agents on life insurance and working with Brokers Int.

Kirk B. Skills

Financial Advisory Consulting Market Fixed Annuities Insurance Sales Cost Fee Iras Health License Finance Iar 401k Strategic Financial Planning Real Estate Flmi Tax Preparation Wrestling Webinars Management Design Insurance Planning Contractors Clearing Sales Manager Football Accounting Retirement Planning Seminars Financial Planning Clu Individual Life County Life Insurance Chfc Variable New Business Development Illustration Asset Management Training Customer Service Long Term Care Resellers Wealth Market Risk Business Management Trains And Add Rails System Monitoring Partnerships Analysis Educational Consulting Estate Planning Commodities Wealth Transfer Financial Risk Negotiation Marketing Business Intelligence Small Business Golang House Brokers Designations Iowa Country Banking International Tax Planning Tax Investments Software Charter Concerts Financial Services Wealth Management Mutual Funds Underwriting Investment Strategies Stocks Proposal Writing Agents Cash Sales Executive Asset Commerce Arranging Budgets Term Life Insurance Retirement Series 65 Farms Recruiting Employee Benefits

Kirk B. Education Details

Frequently Asked Questions about Kirk B.

What company does Kirk B. work for?

Kirk B. works for Bond Holdings

What is Kirk B.'s role at the current company?

Kirk B.'s current role is Owner.

What is Kirk B.'s email address?

Kirk B.'s email address is ki****@****lth.com

What schools did Kirk B. attend?

Kirk B. attended Simpson College, Montezuma Community High School.

What are some of Kirk B.'s interests?

Kirk B. has interest in Children.

What skills is Kirk B. known for?

Kirk B. has skills like Financial Advisory, Consulting, Market, Fixed Annuities, Insurance, Sales, Cost, Fee, Iras, Health License, Finance, Iar.

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