Matthew Sean Kimberley

Des Moines Investments, LLC

29 Years of Experience

5 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners

Des Moines Investments, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

550 clients

Average Client Portfolio

$345K average

Assets Under Management

$190.0M

Fee Structure

Location

2961 100th St Suite 3, Urbandale, IA, 50322

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History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

June 2022

Final

Regulatory

May 2022

Final

Customer Dispute

July 2002

Settled

Customer Dispute

June 2002

Settled

Employment Separation After Allegations

March 2002

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Matthew is an insurance agent selling traditional insurance products since 2015, dedicating minimal time to this activity. He also provides tax preparation services and coaches youth softball, dedicating about a quarter of his time to coaching.