As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
In 2002, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Chariton, IA. I have served the firm as a regional recruiting leader, field trainer leader and a visiting veteran. I became a limited partner with Edward Jones in 2011.
I earned a bachelor's degree in business administration from Northeast Missouri State University in Kirksville, MO. In addition, I received the AAMS® professional designation in 2006.
My wife, Cindy, and I have a daughter, a son-in-law and a grandson. I am originally from the Chariton area and moved back to the community in 2002. I am an active member of the community, serving as a board member of the Lucas County South Central Iowa Community Foundation, vice president of Lucas County Historical Society and president of Lucas County Arts Council, and l lead the Vredenburg Performing Arts series. I am also a past president for Rotary and past board member for the Chariton Chamber.
My senior branch office administrator, Lisa Offenburger, has 19 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Insurance & Annuities
- New Investors
Office Address915 Braden Avenue
Chariton, IA 50049 opens in a new window
Phone NumberAdam D Bahr at (641) 774-2585
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
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