Patrick Kelly has been an investment adviser representative at DMKC Advisory Services since July 2023, and is not listed among the firm’s executive officers or direct owners. Patrick Kelly holds a Degree in History from the College of the Holy Cross.
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.
Patrick Kelly is Financial Advisor of D.M. Kelly & Company. After college he worked in New York City as a technical recruiter, then in finance and professional sports in Des Moines. He helped start the Iowa Energy, an NBA Development League franchise, and spent 10 years as its Vice President and Director of Sales.
- DMKC Advisory Services, LLCCurrent– present · 3 yearsDes Moines, IA · Adviser representative · Firm CRD 145112
Investment adviser representative registrations
Patrick Kelly is registered as an investment adviser representative in Iowa, since July 2023.
- IowaSince 5 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 July 2023 |
| Series 7TO | General Securities Representative Examination | 21 April 2023 |
| SIE | Securities Industry Essentials Examination | 22 November 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 March 2001 |
| Series 7 | General Securities Representative Examination | 24 January 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Benjamin Kelly
- CRD
- 4246690
- 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
- May 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- dmkc.com
Where does Patrick Kelly work?
Patrick Kelly is an investment adviser representative registered through DMKC Advisory Services, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Kelly a financial advisor?
Yes. Patrick Kelly has a current investment-adviser registration in Iowa, through DMKC Advisory Services since July 2023.
How many years of experience does Patrick Kelly have?
Patrick Kelly has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has Patrick Kelly passed?
Patrick Kelly has passed 5 licensing exams: the Series 7, Series 63, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in January 2001.
Where is Patrick Kelly based?
Patrick Kelly’s registered office is in Des Moines, IA.
Is Patrick Kelly registered with FINRA?
Yes. Patrick Kelly has a current broker registration, under CRD 4246690.
Source: FINRA BrokerCheck
How can I verify Patrick Kelly’s record?
Search CRD 4246690 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patrick Kelly’s full registration record.
