KS
CFA · CFP · ChFC
KS
CFA · CFP · ChFC

Kevin Alexander Shires

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$668.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Minimum Annual Fee:$200
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Location

3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin was a Director of Member Value for CFA Society from 2016-2018 and President from 2020-2021, spending minimal time on these roles. Kevin also sells fixed and variable insurance products and operates under the DBA Lorbiecki Group for financial advisory services, dedicating a few hours per week to each.

Employment History
Current Registrations
Dmkc Advisory Services, LLC
August 2012 - Present · 13 yrs 6 mos
D.M. Kelly & CompanyBroker
August 2012 - Present · 13 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors Corporation
November 2005 - August 2012 · 6 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
August 2005 - August 2012 · 7 yrs
The Lincoln National Life Insurance CompanyBroker
August 2005 - April 2006 · 8 mos
State Registrations21 states
CACOIAIDILKSMAMDMIMNMONENJNYOHOKORSCSDVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.