Kevin Shires
Kevin Shires is a CFA, CFP, ChFC-designated registered investment advisor at Dmkc Advisory Services, LLC, based in Des Moines, IA, with 21 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin was a Director of Member Value for CFA Society from 2016-2018 and President from 2020-2021, spending minimal time on these roles. Kevin also sells fixed and variable insurance products and operates under the DBA Lorbiecki Group for financial advisory services, dedicating a few hours per week to each.
Employment History
Current Registrations
Dmkc Advisory Services, LLC
D.M. Kelly & CompanyBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations23 states
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
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