Daniel Kelly is a registered investment advisor at Dmkc Advisory Services, LLC, based in Des Moines, IA, with 54 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 500 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMKC Advisory Services manages investments through Atlas, Anchor, and separately managed investment strategies. The annual advisory fee is up to 1.50% and is determined based on the amount of assets managed, investment objectives, and complexity of the client's financial situation. Fees are charged quarterly in advance. There is a $1,000 minimum annual fee for Atlas and separately managed investment strategies, and a $200 minimum annual fee for Anchor.
Location
3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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.
Employment History
Current Registrations
Dmkc Advisory Services, LLC
D.M. Kelly & CompanyBroker
Previous Registrations
Dain Bosworth IncorporatedBroker
Dain, Kalman & Quail, IncorporatedBroker
State Registrations30 states
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