Urbandale, IA Office

Updated today

Des Moines Investments, LLC

Supported

Firm-wide stats for Des Moines Investments, LLC

Total advisors

Across 2 offices

Clients per advisor

233 Very High

Avg AUM per client

$351,429 Low

HNW client ratio

11% Low

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.

Based on Des Moines Investments, LLC

Expertise

Wealth management General tax planning

Based on Des Moines Investments, LLC

Location

2961 100th St Suite 3

Urbandale IA 50322

Advisors at this office

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.

Wealth management General tax planning

View complete list of advisors at this office

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support