DH
DH

David Charles Haas

16 Years of Experience
Broker
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 Activities

David operates Lorbiecki Group as a DBA for financial advisory services since 2020. This activity requires a few hours per week.

Employment History
Current Registrations
Dmkc Advisory Services, LLC
April 2009 - Present · 16 yrs 10 mos
D.M. Kelly & CompanyBroker
December 2008 - Present · 17 yrs 2 mos
State Registrations20 states
AZCACOFLIAILKSMAMNMONDNENVNYOHORSDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Charles Haas - Financial Advisor | TrueAdvisor