DMKC ADVISORY SERVICES, LLC

DES MOINES, Iowa·6 registered advisors·CRD# 145112
SEC# 801-683950515-221-1133
01

Firm Overview

AUM
$563M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at DMKC ADVISORY SERVICES, LLC

6 registered advisors
Daniel G. Kelly
DES MOINES, Iowa
Daniel Michael Kelly
DES MOINES, Iowa
David Palmer Lorbiecki
DES MOINES, Iowa
Kathleen Crichton Halliwell
DES MOINES, Iowa
Michelle Renee Stockman
DES MOINES, Iowa
CFP
Patrick Benjamin Kelly
DES MOINES, Iowa
05

Office Locations

DES MOINES, Iowa
6 advisors

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Data sourced from SEC Form ADV filings. DMKC ADVISORY SERVICES, LLC (CRD# 145112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.