Kelly Barta, Financial Advisor located in Iowa City, IA

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

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

Team Members

  • Megan Kriegel
    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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