Dmkc Advisory Services, LLC

Dmkc Advisory Services, LLC (CRD# 145112) is a financial advisory firm headquartered in Des Moines, IA. They manage $135,955,275 in 155 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IA, MN, NE, TX, WI

Financial Advisors at Dmkc Advisory Services, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Kevin A. Shires
CRD#: 4974827
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
96
Wealthminder
score

Kevin Shires (CRD# 4974827) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 11 years of experience in the finance industry. Kevin Shires has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michelle R. Stockman
CRD#: 5010490
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
96
Wealthminder
score

Michelle Stockman (CRD# 5010490) 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. Michelle Stockman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Pamela L. Campbell
CRD#: 1963588
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
93
Wealthminder
score

Pamela Campbell (CRD# 1963588) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 25 years of experience in the finance industry.

4
Robert P. Dorweiler
CRD#: 867654
3900 Ingersoll Avenue, Des Moines, IA 50312
93
Wealthminder
score

Robert Dorweiler (CRD# 867654) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 29 years of experience in the finance industry.

5
David C. Haas
CRD#: 5599596
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
93
Wealthminder
score

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.

6
Daniel M. Kelly
CRD#: 266912
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
93
Wealthminder
score

Daniel Kelly (CRD# 266912) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 36 years of experience in the finance industry.

7
Daniel G. Kelly
CRD#: 4751840
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
93
Wealthminder
score

Daniel Kelly (CRD# 4751840) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 12 years of experience in the finance industry.

8
David P. Lorbiecki
CRD#: 2357042
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
93
Wealthminder
score

David Lorbiecki (CRD# 2357042) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 23 years of experience in the finance industry.

9
Dan C. McPhail
CRD#: 1016674
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
93
Wealthminder
score

Dan McPhail (CRD# 1016674) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 35 years of experience in the finance industry.

10
Dan C. McPhail
CRD#: 5454010
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
93
Wealthminder
score

Dan McPhail (CRD# 5454010) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 8 years of experience in the finance industry.

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