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.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
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 |
- IA
-
Total Assets Under Management563MILLIONS
-
Total Number of Accounts748ACCOUNTS
-
Average Account Value$752,019
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IA, ID, IL, KS, MI, MN, MT, NE, SD, TX
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