David
Harkin
Des Moines Investments, LLC
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About this Advisor
David Harkin is a certified financial planner and chartered financial consultant working out of Des Moines, Iowa who has 15 years of relevant experience. Harkin is currently employed by Des Moines Investments, LLC. During their career, Harkin has held roles at Cambridge Investment Research, Inc, John Well'S Farm and Fort Des Moines Finanical Services, Inc. Harkin maintains a Series 63 license, certifying them as a securities representative, and can operate in Arizona, California, Iowa, Missouri, Nebraska and Texas. Des Moines Investments, LLC is a financial advisory firm based in Des Moines, IA. It manages $140 million in assets under management between its 400 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 400 accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in investable assets. Des Moines Investments, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which services are offered. Fees billed by Des Moines Investments, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Des Moines Investments, LLC Brokerage Details
$140,000,000
1
400
$350,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Harkin Work History
David has been registered as a financial advisor for 15 years.*
Cambridge Investment Research, Inc
Fort Des Moines Finanical Services, Inc
John Well'S Farm
*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 David Harkin 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 Des Moines Investments, LLC
Urbandale, IA
Des Moines, IA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.