Daniel Kelly has been an investment adviser representative at DMKC Advisory Services since November 2025, and is not listed among the firm’s executive officers or direct owners.
DMKC Advisory Services, LLC is a Des Moines, IA firm with $903M under management, 500 clients and 8 advisers in one office, as of its October 2026 filing.
- DMKC Advisory Services, LLCCurrent– present · under a yearDes Moines, IA · Adviser representative · Firm CRD 145112
Investment adviser representative registrations
Daniel Kelly is registered as an investment adviser representative in Iowa, since November 2025.
- IowaSince 24 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 July 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 April 2004 |
| Series 7 | General Securities Representative Examination | 3 February 2004 |
- Name
- Operations Professional Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel G. Kelly
- CRD
- 4751840
- Firm
- DMKC Advisory Services · CRD 145112
- Office
- 3900 INGERSOLL AVENUE, SUITE 300, Des Moines, IA 50312
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Daniel Kelly work?
Daniel Kelly is an investment adviser representative registered through DMKC Advisory Services, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Kelly a financial advisor?
Yes. Daniel Kelly has a current investment-adviser registration in Iowa, through DMKC Advisory Services since November 2025.
How many years of experience does Daniel Kelly have?
Daniel Kelly has 18 years in the financial industry, since December 2007, across 1 adviser firm.
What exams has Daniel Kelly passed?
Daniel Kelly has passed 6 licensing exams: the Series 7, Series 63, Series 66, Series 99TO, Series 79TO and Series 7TO. The earliest, the Series 7, was passed in February 2004. FINRA credited Daniel Kelly with the SIE, which began in October 2018.
Where is Daniel Kelly based?
Daniel Kelly’s registered office is in Des Moines, IA.
Is Daniel Kelly registered with FINRA?
Yes. Daniel Kelly has a current broker registration, under CRD 4751840.
Source: FINRA BrokerCheck
How can I verify Daniel Kelly’s record?
Search CRD 4751840 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Kelly’s full registration record.
