3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Daniel is a non-voting board member for Graham Group, a real estate developer, spending minimal time on this. Daniel is also a trustee of the Daniel M. Kelly Revocable Trust, which has ownership interests in Allied Investment Advisors and a building, requiring minimal time.