DV Kill Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management and financial planning to individual and high-net-worth clients, delivering investment supervisory services and written investment policy statements tailored to each client's goals, time horizon, and risk tolerance. Its investment universe includes mutual funds, equities, fixed income, ETFs, REITs, real estate, hedge funds and insurance products, including annuities.
The firm typically manages accounts on a discretionary basis, documents client risk profiles in an Investment Policy Statement, and uses both fundamental and technical analysis to construct and monitor portfolios. It also offers and implements higher-risk trading strategies — including long-term positions, short sales, margin transactions, and options trading — and custodial relationships are maintained through a designated broker-dealer platform.
What is distinctive is that the firm’s principal is also a licensed insurance agent and the firm offers commissionable insurance products alongside advisory services, a relationship the brochure discloses as a potential conflict of interest and clarifies clients are not required to purchase insurance through the firm. The firm’s operations — managing roughly $5.1 million for about 64 clients while providing access to complex strategies and annuity products — combine services and product offerings that are less common among independent advisers of this size.
Client services
Expertise
Fee options
$1,000 - $100,000: 1.00% $100,001 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.78% $5,000,001+: 0.65%
$150 per hour
Main office
936 Sherman Street
Marquette MI 49855
Advisors at this office
1
Most active in
Michigan
Also doing business as
Dv Kill Advisory Services, LLC · Kill, Daniel V
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.
Forms ADV
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