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Matthew Kimberley

Des Moines Investments, LLC
30 Years of Experience
Urbandale, IA
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Matthew Kimberley is a registered investment advisor at Des Moines Investments, LLC, based in Urbandale, IA, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 700 clients with $250M in assets under management.

Des Moines Investments, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
700 clients
Average Client Portfolio
$351K average
Assets Under Management
$246.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fees range from 1.00% to 0.80% per year, with new accounts typically starting at 1.00%. Fees are negotiable and can vary based on account balances, trading activity, and ongoing review needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 ReportHow 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.

Employment History
Current Registrations
Des Moines Investments, LLC
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Des Moines Wealth Management LLC
November 2021 - December 2023 · 2 yrs 1 mo
Des Moines Investments, LLC
August 2020 - November 2021 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
March 2015 - August 2020 · 5 yrs 5 mos
First Midwest Securities, INC.Broker
March 2002 - May 2015 · 13 yrs 2 mos
American Express Financial Advisors, INC.
April 1999 - April 2002 · 3 yrs
American Express Financial Advisors INC.Broker
January 1996 - April 2002 · 6 yrs 3 mos
Ids Life Insurance CompanyBroker
January 1996 - April 2002 · 6 yrs 3 mos
State Registrations6 states
CAFLIAMNMOTX
Advisor

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.

Exams
No exam information available for this advisor.
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