Shawna Larsh, financial advisor Des Moines IA

Shawna Larsh

CRD Number: 6428850
Current Firm: Dmkc Advisory Services, LLC

Shawna Larsh (CRD# 6428850) 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 Sep 2023 - Current < 1
Dmkc Advisory Sercives, LLC Des Moines, IA Sep 2023 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2021 - Sep 2023 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2021 - Sep 2023 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2016 - Oct 2020 4
Cambride Investment Research, Inc. Fairfield, IA Mar 2015 - Oct 2020 5
Cambridge Investment Research Inc. Fairfield, IA Dec 2014 - Oct 2020 5
Iowa Jobs For America's Graduates Ottumwa, IA Jan 2014 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Shawna K. Larsh
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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