A complete list of active advisors currently associated with DV Kill Advisory Services, LLC

Warmer can help you find a great advisor at DV Kill Advisory Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at DV Kill Advisory Services, 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
Daniel Kill	Marquette, MI	16

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