Willis
Gaer

Dmkc Advisory Services, LLC

CRD#7652726
Investment Advisor
in Des Moines, IA

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About this Advisor

Willis Gaer is a financial advisor based in Des Moines, Iowa, working with Dmkc Advisory Services, LLC. Willis has previously held positions at D.M. Kelly & Company, Eastern Kentucky University, Emc Insurance, Roosevelt High School, and Dmkc Advisory Services, LLC. Willis has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Willis is part of Dmkc Advisory Services, LLC, which operates out of Des Moines, Iowa. The firm has 14 employees and manages assets totaling $562.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Dmkc Advisory Services, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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

$562,510,319

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

14

IA Average: 166
Total Number of Accounts

748

IA Average: 7,189
Average Account Size

$752,019

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

Willis Gaer Work History

2022 - Present (2 years)

D.M. Kelly & Company

2022 - Present (2 years)

Dmkc Advisory Services, LLC

2020 - 2020 (< 1 year)

Emc Insurance

2017 - 2022 (5 years)

Eastern Kentucky University

2013 - 2017 (4 years)

Roosevelt High School

Disclosures

Please visit the SEC profile of Willis Gaer 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

Patrick Kelly
Des Moines, IA
Shawna Larsh
Des Moines, IA
Harriet Hubbell
Des Moines, IA
Willis Gaer
Des Moines, IA
Kevin Shires
Des Moines, IA
David Haas
Des Moines, IA
Dan Mcphail
Des Moines, IA
Douglas Peckumn
Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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