Sheldon
Sutherland
Dmkc Advisory Services, LLC
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About this Advisor
Sheldon Sutherland is a financial advisor working in Des Moines, Iowa with 1 year of industry experience. Sutherland is an employee of Dmkc Advisory Services, LLC. Over the course of their career, Sutherland has held roles at D.M. Kelly & Company, Walmart Inc, Us Army Reserve, Wall Street English, Us Army National Guard and Dmkc Advisory Services, LLC. Sutherland has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Dmkc Advisory Services, LLC is a financial advisory firm operating out of Des Moines, IA. It manages $477 million in assets under management across its 705 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to 17 charitable organizations. Of its 705 client accounts, 54% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Dmkc Advisory Services, LLC can consist of 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
Sheldon Sutherland Work History
Sheldon has been registered as a financial advisor for 1 years.*
D.M. Kelly & Company
Dmkc Advisory Services, LLC
Walmart Inc
Us Army Reserve
Wall Street English
Us Army National Guard
*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 Sheldon Sutherland 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
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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