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DES MOINES INVESTMENTS, LLC
DES MOINES INVESTMENTS, LLC
DES MOINES, Iowa
·
2 registered advisors
·
CRD# 146322
SEC# 801-122812
0
515-777-1149
01
Firm Overview
AUM
$170M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at DES MOINES INVESTMENTS, LLC
2 registered advisors
David Daniel Harkin
DES MOINES, Iowa
CFP
ChFC
CRD# 2369348
Matthew Sean Kimberley
DES MOINES, Iowa
CRD# 2701092
05
Office Locations
DES MOINES, Iowa
2 advisors
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Data sourced from SEC Form ADV filings. DES MOINES INVESTMENTS, LLC (CRD# 146322) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.