A complete list of active advisors currently associated with Des Moines Investments, LLC
Warmer can help you find a great advisor at Des Moines Investments, LLC or one who fits your needs even better.
Des Moines Investments is an SEC-registered investment adviser managing roughly $264.8 million in discretionary assets for about 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides ongoing portfolio management and financial planning services that can address topics such as retirement, insurance, taxes, and estate planning. The firm constructs individualized investment profiles based on goals, time horizon, risk tolerance, and tax considerations, and implements discretionary portfolios using ETFs, stocks, bonds, mutual funds and REITs. Reviews are typically conducted quarterly or when new funds arrive, the firm says it takes a forward-looking market stance and uses Charles Schwab for custody and Redtail for client records and documentation. Notably, Des Moines Investments operates with an unusually high client-to-advisor ratio (about 200+ clients per advisor) and discloses that its supervised persons are licensed insurance agents who receive commissions for life, disability, and long-term care products—an acknowledged conflict of interest; the brochure also notes one supervised person became a licensed Iowa insurance agent in January 2025. The firm additionally offers separate tax-preparation services through a registered tax practitioner and documented its transition to SEC registration after assets exceeded state thresholds, together with a prior Missouri registration matter disclosed in the brochure.
To learn more about the advisors currently working at Des Moines Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Des Moines, IA
| 30
| |
Des Moines, IA
| 1
| |
Urbandale, IA
| 30
|
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