D.M. Kelly & Company
Firm details
- Headquarters
- Des Moines, Iowa
- CRD number
- 38770
- Registered since
- September 20, 1995
- Website
- www.dmkc.com
Firm profile
FINTRXOverview
D.M. Kelly & Company is organized as a corporation with a mix of domestic-entity and individual ownership. Public data on the firm is sparse: its regulatory snapshot classifies it as "Unclassified" and does not populate fields for client base, fee structure, business activities or advisory offerings. The firm indicates it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 5Daniel Kelly
Marketing DirectorCRD 4751840
Thomas Hopkins
FinOpCRD 1835087
Andrew Harrison
Registered RepresentativeCRD 6279956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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