Daniel G. Kelly
Investment adviser representative at Dmkc Advisory Services, LLC
23 yearsExperience
1 stateRegistered in
$902.5MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Dmkc Advisory Services, LLCNov 2025 to now
- D.M. Kelly & CompanyNov 2025 to now
- National Able NetworkMay 2024 to now
- D.M. Kelly & CompanyJul 2022 to Dec 2023
- Dmkc Advisory Services, LLCJul 2022 to Dec 2023
- Boys & Girls ClubFeb 2021 to May 2024
- Self EmployedAug 2020 to Feb 2021
- D.M. Kelly & CompanyJun 2003 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
Dmkc Advisory Services, LLC
$902.5MAssets managed
500Clients
6Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4751840
- Firm CRD
- 145112