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DMKC ADVISORY SERVICES, LLC
DMKC ADVISORY SERVICES, LLC
DES MOINES, Iowa
·
6 registered advisors
·
CRD# 145112
SEC# 801-68395
0
515-221-1133
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 Planning
Investment Management
Wealth Management
04
Advisors at DMKC ADVISORY SERVICES, LLC
6 registered advisors
Daniel G. Kelly
DES MOINES, Iowa
CRD# 4751840
Daniel Michael Kelly
DES MOINES, Iowa
CRD# 266912
David Palmer Lorbiecki
DES MOINES, Iowa
CRD# 2357042
Kathleen Crichton Halliwell
DES MOINES, Iowa
CRD# 1216284
Michelle Renee Stockman
DES MOINES, Iowa
CFP
CRD# 5010490
Patrick Benjamin Kelly
DES MOINES, Iowa
CRD# 4246690
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
.