Dmkc Advisory Services, LLC

Dmkc Advisory Services, LLC (CRD# 145112) is a financial advisory firm headquartered in Des Moines, IA. They manage $476,832,259 in 705 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $676,358
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, ID, IL, KS, MI, MN, MT, NE, SD, TX

Financial Advisors at Dmkc Advisory Services, LLC
Showing 1 - 10 of 11 top financial advisors.
1
David C. Haas
CRD#: 5599596
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

David Haas (CRD# 5599596) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 15 years of experience in the finance industry.

2
Daniel M. Kelly
CRD#: 266912
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

Daniel Kelly (CRD# 266912) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 44 years of experience in the finance industry.

3
Shawna K. Larsh
CRD#: 6428850
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

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.

4
David P. Lorbiecki
CRD#: 2357042
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

David Lorbiecki (CRD# 2357042) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 30 years of experience in the finance industry.

5
Dan C. McPhail
CRD#: 5454010
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

Dan McPhail (CRD# 5454010) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 16 years of experience in the finance industry.

6
Douglas G. Peckumn
CRD#: 1032718
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

Douglas Peckumn (CRD# 1032718) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 41 years of experience in the finance industry.

7
Kevin A. Shires
CRD#: 4974827
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

Kevin Shires (CRD# 4974827) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 18 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.

8
Willis D. Gaer
CRD#: 7652726
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

Willis Gaer (CRD# 7652726) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has 1 year of experience in the finance industry.

9
Harriet C. Hubbell
CRD#: 7547385
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

Harriet Hubbell (CRD# 7547385) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has 1 year of experience in the finance industry.

10
Patrick B. Kelly
CRD#: 4246690
3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312

Patrick Kelly (CRD# 4246690) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 22 years of experience in the finance industry.

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