Daniel
Kelly
Dmkc Advisory Services, LLC
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About this Advisor
Daniel Kelly is a financial advisor who works out of Des Moines, Iowa who has 1 year of industry experience. Kelly is on the advisory team at Dmkc Advisory Services, LLC. Their career trajectory has included roles at Boys & Girls Club, D.M. Kelly & Company and Dmkc Advisory Services, LLC. Kelly has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Iowa. Dmkc Advisory Services, LLC is a firm operating out of Des Moines, IA. It handles $477 million in total assets across its 705 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides services to 17 charitable organizations. Of its 705 customer accounts, 54% are associated with high-net-worth investors who have at least $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely vary depending on which services are offered. Fees billed by Dmkc Advisory Services, LLC may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dmkc Advisory Services, LLC Brokerage Details
$476,832,259
13
705
$676,358
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Daniel Kelly Work History
Daniel has been registered as a financial advisor for 1 years.*
D.M. Kelly & Company
Dmkc Advisory Services, LLC
Boys & Girls Club
D.M. Kelly & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dmkc Advisory Services, LLC
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
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