Willis David Gaer

Dmkc Advisory Services, LLC

2 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Dmkc Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

446 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$668.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Minimum Annual Fee:$200

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.

Employment History

Current Registrations

Dmkc Advisory Services, LLC

July 2023 - Present · 2 yrs 7 mos

D.M. Kelly & CompanyBroker

March 2023 - Present · 2 yrs 11 mos

State Registrations12 states

AZCAIAILMAMNMONENVORTXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.