Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
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

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Location

2 East Army Post Rd, Suite 2, Des Moines, IA, 50315-5821

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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
Des Moines Investments, LLC
February 2025 - Present · 1 yr
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.