David Harkin is a CFP, ChFC-designated registered investment advisor at Des Moines Investments, LLC, based in Des Moines, IA, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 700 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Des Moines Investments charges an annual management fee ranging from 0.80% to 1.00% of your portfolio, charged quarterly. New accounts start at 1.0% annually and may decrease for larger accounts. The fee is negotiable based on balances, trading activity, and the need for ongoing reviews.
Location
2 East Army Post Rd, Suite 2, Des Moines, IA, 50315-5821
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Regulatory History (2)
Regulatory
June 2022Regulatory
May 2022Employment History
Current Registrations
Des Moines Investments, LLC
Previous Registrations
Stonefield Investment Advisory, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.