• 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.

David Haas

David Haas

Registered Representative, Investment Advisor Representative

(515) 473-6103

David was born and raised in Des Moines, Iowa and graduated from Dowling High School. After graduation, he attended Marquette University in Milwaukee, Wisconsin where he earned Bachelors degrees in both finance and economics.

David was hired by U.S. Bancorp’s Mutual Fund Services as a Transfer Agent Accountant at their Milwaukee headquarters. He was later promoted to the position of Mutual Fund Compliance Administrator in U.S. Bancorp’s Wealth Management Division.

David joined D.M. Kelly & Company in 2008. He holds the Series 7 and 66 licenses and obtained the principal designation with the successful completion of the Series 24 and 53 exams.

David was elected the Secretary of DMKC Advisory Services’ Investment Committee and plays a vital role in the research and assessment of the securities utilized by DMKC Advisory Services.

In his spare time, David and his wife Stephanie undertake various projects on their Beaverdale home. They also enjoy outdoor activities, reading and spending time with family.

 

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