DMKC Advisory Services, LLC logo

DMKC Advisory Services, LLC

Updated today

Client AUM

$522,727,297

Clients

473

Advisors

6

of 13 employees

About

DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals (including high‑net‑worth clients), as well as corporations, businesses and charitable organizations, managing approximately $902.5 million for about 473 clients through a six‑advisor team. Services include ongoing portfolio management delivered on discretionary and non‑discretionary bases via the firm’s managed platforms (Atlas and Anchor) and separately managed strategies, together with financial planning and implementation support.

The firm generally pursues a long‑term buy‑and‑hold approach grounded in fundamental analysis, constructing diversified portfolios using no‑load mutual funds, ETFs, equities and fixed income and employing model allocations in the Anchor program or more customized strategies in Atlas. DMKC may delegate portions of portfolios to third‑party managers and reviews managers based on performance, cost, philosophy, compliance controls and other factors, while accommodating client‑specific needs such as legacy holdings, tax considerations and reasonable investment restrictions.

A distinctive feature of DMKC is its affiliation and common ownership with D.M. Kelly & Company, an affiliated broker‑dealer, and the firm’s requirement that clients using Atlas, Anchor or separately managed strategies transact through that affiliated broker‑dealer with clearing and custody through Wells Fargo Clearing Services — an arrangement that is uncommon among peer team firms and that the brochure identifies as creating potential conflicts of interest. The firm’s disclosures describe controls and client options to address those conflicts, including prior consent and disclosure for principal trades, a Code of Ethics, the ability for clients to request client‑directed brokerage (with limitations), and an annual surprise custody examination.

Client services

Financial planning Portfolio management

Expertise

Wealth management General tax planning Retirement income strategy

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Fee options

Percentage

$0 - $150,000: Not explicitly stated, fees are tiered and negotiated but exact tiers not detailed $150,000+: Up to 1.50%, tiered and negotiated fees

Commissions

Certain Advisors may offer insurance products under commission arrangements as licensed insurance agents

Project-based

Hourly financial planning or advisory services at $195 per hour for principals, lesser rates for paraprofessionals and administrative associates

Other

Account minimum: $50,000 Minimum fee: Atlas: $1,000 annually; Anchor: $200 annually; Separately managed investment strategies: $1,000 annually Fee-only: Financial planning fees range $250 to $5,000 depending on complexity; Hourly fees at $195 per hour for principals, lesser rates for others

Main office

3900 Ingersoll Avenue, Suite 300

Des Moines IA 50312

Advisors at this office

6

Most active in

Arizona · California · Colorado · Florida · Georgia · Idaho · Illinois · Iowa · Kansas · Michigan · Minnesota · Missouri · Montana · Nebraska · Ohio · South Dakota · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph F

Series 66

Des Moines, IA

DMKC Advisory Services, LLC

Joseph Fiorentino is a financial advisor at DMKC Advisory Services, LLC in Des Moines, IA, holding a Series 66 designation with one year of industry experience. Before joining DMKC Advisory Services and its affiliated broker-dealer D.M. Kelly & Company in 2025, he was involved with Ironbound Farm & Cider House in 2023. DMKC Advisory Services provides fee-based investment advisory and financial planning to individuals, corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for around 473 clients through a six-advisor team, employing a long-term buy-and-hold investment approach with diversified portfolios and both discretionary and non-discretionary services.

Wealth management General tax planning Retirement income strategy
user avatar

Daniel K

Series 63, Series 66

Des Moines, IA

DMKC Advisory Services, LLC

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC in Des Moines, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has been associated with DMKC Advisory Services and its affiliated firm, D.M. Kelly & Company, in various roles since 2003. Outside of his advisory work, he serves as a part-time job coach at Candeo in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million through a six-advisor team, employing a long-term, buy-and-hold investment approach using diversified portfolios composed of no-load mutual funds, ETFs, equities, and fixed income.

Wealth management General tax planning Retirement income strategy
user avatar

Patrick K

Series 63, Series 66

Des Moines, IA

DMKC Advisory Services, LLC

Patrick Kelly is a financial advisor at DMKC Advisory Services, LLC in Des Moines, IA, with four years of industry experience. He holds Series 63 and Series 66 licenses and works within a team of six advisors. Outside of his advisory role, he serves as a trustee for Lemonade Springs and is involved with the Daniel M. Kelly 2004 Trust. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for about 473 clients, employing a long-term buy-and-hold investment approach with diversified portfolios across mutual funds, ETFs, equities, and fixed income.

Wealth management General tax planning Retirement income strategy
user avatar

Andrew H

Series 63, Series 66

Des Moines, IA

DMKC Advisory Services, LLC

Andrew Harrison is a financial advisor with DMKC Advisory Services, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Fidelity Investments, Principal Financial, Thrivent Financial, and D.M. Kelly & Company. Outside of finance, he is also an author of fiction publications. DMKC Advisory Services, LLC is a six-advisor team managing approximately $902.5 million for nearly 473 clients, offering fee-based investment advisory and financial planning to individuals, including high-net-worth clients, corporations, businesses, and charitable organizations. The firm employs a long-term buy-and-hold investment approach using diversified portfolios composed of mutual funds, ETFs, equities, and fixed income, supported by managed platforms and customized strategies.

Wealth management General tax planning Retirement income strategy
user avatar

Daniel K

Series 63, Series 66

Des Moines, IA

DMKC Advisory Services, LLC

Daniel Kelly is a financial advisor with DMKC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 55 years of industry experience. He has been with DMKC Advisory Services since 2007 and also maintains a long-standing affiliation with D.M. Kelly & Company dating back to 1995. Outside of his advisory work, he serves as a non-voting board member for a real estate development group in Des Moines. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, including high-net-worth clients, as well as corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million across about 473 clients through a six-advisor team using a long-term buy-and-hold approach grounded in fundamental analysis and diversified portfolio construction.

Wealth management General tax planning Retirement income strategy
user avatar

Kevin S

CFP®, CFA®, ChFC®, Series 66

Des Moines, IA

DMKC Advisory Services, LLC

Kevin Shires is a CFP®, CFA®, and ChFC® professional with 21 years of experience in financial advisory. He has been with DMKC Advisory Services, LLC and its affiliated broker-dealer, D.M. Kelly & Company, since 2012. Shires served as President and Director of Member Value for the CFA Society in Des Moines, overseeing committees and organizing events for local industry professionals. DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals, corporations, businesses, and charitable organizations. The firm manages approximately $902.5 million for about 473 clients through a six-advisor team, employing a long-term buy-and-hold investment approach using diversified portfolios constructed with mutual funds, ETFs, equities, and fixed income.

Wealth management General tax planning Retirement income strategy
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