D.M. Kelly & Company

Broker-DealerFINRA MemberEst. 1995

Total AUM

—

Advisory reps

13

Avg account

$0

Firm details

Headquarters: Des Moines, Iowa
CRD number: 38770
Registered since: September 20, 1995
Website: www.dmkc.com

Firm profile

FINTRX

Overview

D.M. Kelly & Company is organized as a corporation and is classified in the source data as an investment bank. The firm has been SEC-registered since 1995. Ownership is listed as a combination of a domestic entity and an individual. The reported profile indicates the firm is not a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Limited detail is available about the firm's specific business lines, client segments, fee arrangements, or advisory services in the source material.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Daniel Kelly
President, CEOCRD 266912
Kevin Shires
Chief Financial Officer (Cfo)CRD 4974827
Kathleen Halliwell
Chief Compliance OfficerCRD 1216284

Contacts

3 of 10

Dan Mcphail
Vice President, Financial AdvisorCRD 5454010
David Lorbiecki
Executive Vice PresidentCRD 2357042
David Haas
Investement Advisor RepresentativeCRD 5599596

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Des Moines, IA

Polk

Location

Des Moines, IA

Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area: Des Moines-Ames-West Des Moines, IA
Region: Midwest
County: Polk
Address: 3900 Ingersoll Ave
Time zone: CT (UTC-6)
Office locations

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