Dmkc Advisory Services, LLC

Overview

Dmkc Advisory Services, LLC is an SEC registered investment adviser based in Des Moines, IA, registered since 2007. It reports $903M in assets under management across 946 accounts, with 13 employees. It has 6 investment adviser representatives.

Reported AUM

$903M

Discretionary

87%

Accounts

946

Average account

$954K

Employees

13

Advisory reps

6

Registered since

2007

Jurisdictions

18

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Daniel Michael Kelly President, Managing Member CRD 266912
• Kathleen Crichton Halliwell Chief Compliance Officer CRD 1216284

Advisory reps 3 of 6

• Joseph Robert Fiorentino Registered Rep · Investment Adviser Rep CRD 8150802
• Andrew Joseph Harrison Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6279956
• Daniel Michael Kelly Registered Rep · Investment Adviser Rep CRD 266912

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3900 Ingersoll Ave Ste 300
Des Moines, IA 50312

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: dmkelly.com

Every state, with registration dates

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