Business Details
Your Trusted Financial Partner in Des Moines, IA
DM Kelly is a full-service wealth management firm based in Des Moines, Iowa, dedicated to providing straightforward investment solutions and advisory services. With over 50 years of combined experience, our team offers direct access to a diverse range of investment products and leverages competitive fees to help clients maximize returns. We serve individuals, businesses, non-profits, and institutions, tailoring portfolios to align with unique financial goals, tax considerations, and philanthropic objectives. Our independence allows us to maintain an in-house inventory of fixed-income investments, ensuring flexibility and efficiency.Through our affiliated SEC-registered investment advisory firm, DMKC Advisory Services, we deliver personalized asset allocation strategies, retirement planning, and generational wealth management. Our institutional services specialize in Midwestern municipal bonds and fixed-income solutions for banks and trust departments. Backed by FINRA, SIPC, and MSRB memberships, we prioritize transparency, client education, and long-term financial security.
Services
Portfolio Construction
Investment Advisory
Wealth Management
Institutional Services
Retirement Planning
Highlights and features
- We offer competitive fees and direct access to diverse investment products.
- Our team includes SEC-registered investment advisors with decades of experience.
- We specialize in Midwestern municipal bonds and institutional fixed-income solutions.
- Our personalized approach considers tax status, retirement goals, and philanthropy.
- We provide transparent, education-focused financial planning for all client types.
Associations and certifications
- FINRA
- SIPC
- MSRB
- SEC
Services
Portfolio Construction
We create customized investment portfolios aligned with client goals, tax status, and risk tolerance. Our approach combines equities, bonds, mutual funds, and CDs to build diversified portfolios. We emphasize low-cost, high-quality investments and offer specialized bond ladders for fixed-income needs.
Investment Advisory
Through DMKC Advisory Services, we provide professional asset allocation strategies. Our services include quarterly performance reporting, portfolio rebalancing, and customized solutions for individuals and institutions. We offer both managed and advisor-partnered investment approaches.
Wealth Management
Our wealth management services address retirement planning, generational wealth transfer, and tax-efficient strategies. We help clients create sustainable retirement income plans and develop strategies to preserve wealth across multiple generations through tailored financial solutions.
Institutional Services
We specialize in providing fixed-income services to banks, trust departments, and corporate clients. Our offerings include Midwestern municipal bonds, corporate bonds, and dividend-paying equity portfolios. Our local trading desk delivers competitive bids and market expertise.
Retirement Planning
Our retirement planning services help clients determine savings targets, investment strategies, and tax-efficient withdrawal plans. We create comprehensive strategies that coordinate retirement goals with other financial objectives, adjusting portfolios as clients approach retirement.
Questions
What services does D.M. Kelly & Company offer?
We offer portfolio construction, investment advisory services, wealth management, institutional fixed-income solutions, and retirement planning tailored to individual and organizational needs.
Are you registered with financial regulatory bodies?
Yes, we are registered with the SEC and members of FINRA, SIPC, and MSRB, ensuring compliance with industry standards and client protection.
What investment options are available?
We provide equities, mutual funds, government/municipal bonds, corporate bonds, CDs, and customized bond ladders using our in-house inventory and market access.
Do you serve institutional clients?
Yes, we specialize in institutional services including Midwestern municipal bonds, corporate bonds, and portfolio solutions for banks, trust departments, and insurance companies.
How do you approach retirement planning?
We create personalized retirement strategies considering savings targets, investment selection, tax efficiency, and withdrawal plans, with ongoing portfolio adjustments as retirement approaches.
What makes your firm different?
Our independence allows direct market access, competitive fees, and personalized service. We combine local expertise with comprehensive investment options and SEC-registered advisory services.
