David HaasCRD 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 9 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|D.m. Kelly & Company||Des Moines, IA||Aug 2008 - Current||9|
|Dmkc Advisory Services LLC||Des Moines, IA||Aug 2008 - Current||9|
|U.s. Bancorp||Milwaukee, WI||Nov 2007 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management260MILLIONS
Total Number of Accounts354ACCOUNTS
Average Account Value$735,860
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, IA, IL, MN, MT, NE, TX, WI
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