David Haas, financial advisor Des Moines IA

David Haas

CRD Number: 5599596
Current Firm: Dmkc Advisory Services, LLC

David Haas (CRD# 5599596) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
D.m. Kelly & Company Des Moines, IA Aug 2008 - Current 15
Dmkc Advisory Services LLC Des Moines, IA Aug 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for David C. Haas
Phone Number: 515-221-1133
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    563
    MILLIONS
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $752,019
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IA, ID, IL, KS, MI, MN, MT, NE, SD, TX

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