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Harriet Clare Hubbell

3 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

Harriet works as an executive assistant for Lemonade Springs, dedicating about 10% of her time to general administrative tasks. She also worked part-time in customer service and sales for Anthropologie until December 2024, spending a few hours per week there.

Employment History
Current Registrations
Dmkc Advisory Services, LLC
March 2023 - Present · 2 yrs 11 mos
D.M. Kelly & CompanyBroker
November 2022 - Present · 3 yrs 3 mos
State Registrations4 states
IAILMNOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.