Unclaimed Profile

Michelle Renee Stockman

DMKC ADVISORY SERVICES, LLC·DES MOINES, Iowa

SIE, Series 3, Series 4, Series 6, Series 7, Series 14, Series 24, Series 27, Series 30, Series 52TO, Series 53, Series 66, Series 99TOCFPClean record18 years registeredDMKC ADVISORY SERVICES, LLC

3900 INGERSOLL AVENUE, DES MOINES, IA 50312CRD# 5010490Firm CRD# 145112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Renee Stockman · DES MOINES, IA

Registration

CRD #5010490 · DMKC ADVISORY SERVICES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

INTEGRITY ADVISORY SOLUTIONS

Apr 2026 – present

INTEGRITY ALLIANCE, LLC

Apr 2026 – present

PRINCIPAL ASSET MANAGEMENT

May 2017 – Apr 2026

Des Moines, IA

DMKC ADVISORY SERVICES, LLC

Jul 2012 – May 2017

DES MOINES, IA

COMMERCE WEALTH ADVISERS, LLC

Jan 2011 – Jul 2012

CLIVE, IA

PRINCOR FINANCIAL SERVICES CORPORATION

Nov 2007 – Dec 2010

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 14

Series 24

Series 27

Series 30

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · November 16, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DMKC ADVISORY SERVICES, LLC

CRD 145112 · SEC 801-68395

AUM

$563M

Regulatory assets under management

Employees

748 client accounts

Services offered by DMKC ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DMKC ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Renee Stockman offer?

Michelle Renee Stockman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DES MOINES, Iowa for a consultation.

What are Michelle Renee Stockman's credentials?

Michelle Renee Stockman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michelle Renee Stockman located?

Michelle Renee Stockman is based in DES MOINES, Iowa, working with DMKC ADVISORY SERVICES, LLC. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Michelle Renee Stockman charge for services?

Michelle Renee Stockman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DMKC ADVISORY SERVICES, LLC?

DMKC ADVISORY SERVICES, LLC has approximately 14 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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