Unclaimed Profile

Patrick Benjamin Kelly

DMKC ADVISORY SERVICES, LLC·DES MOINES, Iowa

SIE, Series 7, Series 7TO, Series 63, Series 66Clean record3 years registeredDMKC ADVISORY SERVICES, LLC

3900 INGERSOLL AVENUE, DES MOINES, IA 50312CRD# 4246690Firm CRD# 145112

Profile Verification

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

Identity

Patrick Benjamin Kelly · DES MOINES, IA

Registration

CRD #4246690 · DMKC ADVISORY SERVICES, LLC · 3 years registered

Brand Profile

Not yet started

Career History

DMKC ADVISORY SERVICES, LLC

Jul 2023 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · July 5, 2023

Years registered · 3

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 Patrick Benjamin Kelly offer?

Patrick Benjamin Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DES MOINES, Iowa for a consultation.

What are Patrick Benjamin Kelly's credentials?

Patrick Benjamin Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Benjamin Kelly located?

Patrick Benjamin Kelly 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 Patrick Benjamin Kelly charge for services?

Patrick Benjamin Kelly'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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