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Daniel Kelly

18 Years of Experience
Broker

Daniel Kelly is a registered investment advisor, based in Des Moines, IA, with 18 years of industry experience.

Location

3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
D.M. Kelly & CompanyBroker
December 2025 - Present · 4 mos
Dmkc Advisory Services, LLC
November 2025 - Present · 5 mos
Previous Registrations
D.M. Kelly & CompanyBroker
October 2022 - December 2023 · 1 yr 2 mos
Dmkc Advisory Services, LLC
July 2022 - December 2023 · 1 yr 5 mos
Dmkc Advisory Services, LLC
October 2007 - August 2020 · 12 yrs 10 mos
D.M. Kelly & CompanyBroker
February 2004 - August 2020 · 16 yrs 6 mos
State Registrations1 state
IA
AdvisorBrokerBoth

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.
Daniel Kelly - Financial Advisor | TrueAdvisor