Trustee · Dmkc Advisory Services, LLC
Patrick B. Kelly
CRD 4246690 · Named on Form ADV at one SEC-registered adviser
At a glance
Dmkc Advisory Services, LLC, an SEC-registered wealth manager based in DES Moines, IA with $903 million in regulatory assets, lists Patrick B. Kelly on its Form ADV as Trustee, a control person.
Firms and roles
- Dmkc Advisory Services, LLCTrusteeWealth manager · DES Moines, IA · $903M in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kathleen C. HalliwellChief Compliance Officer, Dmkc Advisory Services, LLC
- Daniel M. KellyPresident and Managing Member, Dmkc Advisory Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.