• D.M. Kelly & Company
  • 3900 Ingersoll Avenue, Suite 300
  • Des Moines, IA 50312
  • 515-221-1133 • 800-998-9773

DMKC Advisory Services is a fee-based SEC registered investment advisor providing investment management services to a broad range of clients. DMKC Advisory Services is owned by its parent company D.M. Kelly & Company, an independent Des Moines, Iowa based brokerage firm.

DMKC Institutional Services was formed with the goal of providing institutions with the same exceptional services our retail customers experience. Having an in-house trading department allows us to obtain competitive bids for our clients and offer an accessible channel of dealer contacts.

Dan C. McPhail

Dan C. McPhail

Managing Director, Investment Advisor Representative

(515) 440-3171

Dan McPhail was born and raised in Omaha, Nebraska and graduated from Omaha Westside High School in 1969. Dan majored in Finance at the University of Nebraska, Lincoln and received his degree from the College of Business Administration in 1973.

Following graduation, Dan accepted a position with IBM Corporation and worked in "Big Blue's" renowned marketing department where he developed a solid foundation of customer service and traditional business skills. Realizing his talents for investment management, Dan joined the Des Moines branch of Dain Bosworth (now RBC Dain Rauscher) and became a broker in 1981. Dan worked for RBC Dain Rauscher for 19 years where he was Vice President and joined D.M. Kelly & Company in July of 1999 as Managing Director.

Dan and his son Chris work at D.M. Kelly & Company as a team. Both are registered representatives and bring more than 38 years combined of experience to their customers. "Chris and I provide a level of customer service that is truly unique to this industry," says Dan. "With my balanced approach to investing and Chris' attention to detail, we strive to exceed our clients' expectations."

Dan currently serves on two foundation boards. His wife Joanne was a registered assistant at D.M. Kelly & Company for nine years before her retirement. She is now an elder at their church and volunteers her time at a local non-profit organization that helps women and children in the community. Together they enjoy playing golf and attending sporting events.

 

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