Des Moines, United States
D.M. Kelly & Company is a full-service wealth management firm based in Des Moines, Iowa. Founded in 1995, the company offers lifetime financial guidance, direct access to investments, and an unflinching dedication to clients’ best interests. With a focus on Financial Services and Wealth Management, D.M. Kelly & Company caters to individuals, families, and institutional clients, providing services such as financial planning, retirement planning, and investment management.
The firm also offers exceptional service for institutional clients including banks, trust departments, insurance companies, and corporate reserve accounts. With a local in-house trading operation that specializes in trading Midwestern municipal bonds, particularly in Iowa and Nebraska, and active participation in the new-issue market, they demonstrate a strong regional expertise. Additionally, their expertise extends to trading corporate bonds, Treasuries, and CDs.
D.M. Kelly & Company operates under a regulatory framework, with securities offered through D.M. Kelly & Company, a member of FINRA, SIPC, and MSRBSEC Registered Investment Adviser.
Overall, D.M. Kelly & Company proves to be a prominent player in the wealth management industry, with a strong focus on client dedication, regional expertise, and a comprehensive range of financial services catering to both individual and institutional clients.
