David Haas, financial advisor Des Moines IA
93 score

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 7 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 8
Dmkc Advisory Services LLC Des Moines, IA Aug 2008 - Current 8
U.s. Bancorp Milwaukee, WI Nov 2007 - Aug 2008 < 1
U.s. Bancorp Milwaukee, WI Jun 2006 - Nov 2007 1
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
Firm Website: http://www.dmkc.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $877,131
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, IA, MN, NE, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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