Des Moines Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Des Moines Investments advises individuals, custodial accounts, business owners, and trusts with discretionary portfolio management and financial planning services tailored to each client’s goals, time horizon, and risk tolerance. The firm also offers investment advice on a range of securities and provides insurance product recommendations and separate tax-preparation services as optional, fee-based offerings.
The firm builds individualized investment profiles and says it takes a forward-looking, economy-aware approach, monitoring markets during the trading day and implementing long- and short-term purchases, ETFs, stocks, bonds, and REITs within discretionary accounts. Reviews are conducted primarily by phone and email with online or quarterly portfolio reviews and annual face-to-face meetings encouraged when feasible.
Notably, the firm manages a high number of client relationships per advisor (roughly 200+ clients per advisor) while operating with three registered advisors, and several supervised persons are licensed insurance agents who earn commissions on insurance sales—a disclosed conflict of interest. Des Moines Investments uses Charles Schwab as its custodian and Redtail for client relationship management, and it discloses receipt of custodial program benefits and separate compensation for ancillary services.
Client services
Expertise
Fee options
Range from 0.80% to 1.00% annually, negotiable based on account balance and other factors
Commissions from insurance-related business activities (term life, disability, long-term care insurance) are received by some advisors but are separate from advisory fees.
Main office
See office2 East Army Post Rd, Suite 2
Des Moines IA 50315-5821
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Florida · Hawaii · Iowa · Minnesota · Missouri · Nebraska · Texas
Also doing business as
Des Moines Investments, LLC · Fdm Financial Advisory · Fort Des Moines Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew K
Series 63, Series 65
Urbandale, IA
Des Moines Investments, LLC
Matthew Kimberley is a financial advisor at Des Moines Investments, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Des Moines Wealth Management LLC and Royal Alliance Associates, INC. In addition to his advisory work, he operates Kimberley Tax Preparation, providing tax preparation services. Kimberley also coaches youth softball, offering private lessons in pitching and hitting. Des Moines Investments advises individuals, business owners, and trusts with discretionary portfolio management and financial planning services tailored to clients’ goals and risk tolerance. The firm emphasizes a forward-looking, economy-aware investment approach and manages a high volume of client relationships per advisor.
David H
CFP®, ChFC®, Series 63
Des Moines, IA
Des Moines Investments, LLC
David Harkin is a financial advisor with Des Moines Investments, LLC, holding the CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for 20 years each. In addition to his advisory roles, he has managed John Well's Farm since 1995. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts. The firm develops individualized investment profiles and employs a forward-looking, economy-aware approach, offering a range of securities and optional insurance and tax-preparation services.
Dillon K
Series 65
Des Moines, IA
Des Moines Investments, LLC
Dillon Kimberley is a financial advisor at Des Moines Investments, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include two years at Shelter Insurance and a period as a full-time student. Des Moines Investments provides discretionary portfolio management and financial planning services to individuals, custodial accounts, business owners, and trusts, tailoring solutions to clients' goals, time horizons, and risk tolerances. The firm employs a forward-looking, economy-aware investment approach and offers additional services such as insurance product recommendations and tax preparation.
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