Harriet
Hubbell

Dmkc Advisory Services, LLC

CRD#7547385
Investment Advisor
in Des Moines, IA

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About this Advisor

Harriet Hubbell is a financial advisor who works out of Des Moines, Iowa. Hubbell currently works for Dmkc Advisory Services, LLC. Hubbell has gained experience at D.M. Kelly & Company, University Of St. Thomas, Ust Athletic Center, Dowling Catholic High School, St. Augustin Catholic School and Dmkc Advisory Services, LLC. Hubbell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Dmkc Advisory Services, LLC is an advisory business operating out of Des Moines, IA. It manages $477 million in assets between its 705 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 17 charities and foundations. Of its 705 client accounts, 54% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Dmkc Advisory Services, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Dmkc Advisory Services, LLC most likely consist of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3900 Ingersoll Avenue Suite 300
Des Moines, IA 50312

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Dmkc Advisory Services, LLC Brokerage Details

Total Assets Under Management

$476,832,259

IA Average: $9,259,360,772
Total Number of Employees

13

IA Average: 166
Total Number of Accounts

705

IA Average: 7,189
Average Account Size

$676,358

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Harriet Hubbell Work History

Harriet has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

D.M. Kelly & Company

2021 - Present (3 years)

Dmkc Advisory Services, LLC

2017 - 2021 (4 years)

University Of St. Thomas

2017 - 2018 (1 year)

Ust Athletic Center

2013 - 2017 (4 years)

Dowling Catholic High School

2012 - 2013 (1 year)

St. Augustin Catholic School

*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 Harriet Hubbell 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

Kevin Shires
Des Moines, IA
Sheldon Sutherland
Des Moines, IA
Harriet Hubbell
Des Moines, IA
David Haas
Des Moines, IA
Dan Mcphail
Des Moines, IA
Daniel Kelly
Des Moines, IA
Pamela Campbell
Des Moines, IA
Douglas Peckumn
Des Moines, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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