What Sets Us Apart

At D.M. Kelly & Company, we’re experienced wealth management professionals. We offer direct access to investments, lifetime financial guidance and an unflinching dedication to our clients’ best interests.

When you work with us, you’ll benefit from our:

  • Experience. Our representatives average over 20 years of financial services industry experience. So you’ll always work with knowledgeable investment professionals who can offer in-depth experience in investments and the markets.

  • Inventory. D.M. Kelly & Company is one of the few brokerage firms in Central Iowa that has its own full-time bond trader. We carry our own inventory and have access to new issues. This often eliminates many of the markups that are commonly applied to bonds offered at firms that don’t specialize in fixed-income investments.

  • Independence. D.M. Kelly & Company is an independent, Iowa-based company. We’re not an affiliate or subsidiary of any other firm. We’re free to select and market the most attractive bonds, mutual funds and equities available—regardless of their source.

  • Size. More than 1,300 households and organizations trust D.M. Kelly & Company to help them invest more than $2 billion in assets (as of Dec. 31, 2020). We’re large enough to have the attention of organizations issuing bonds yet small enough to provide direct, personal service to our clients. Many larger firms send their clients to websites and phone systems. Our representatives sit down and talk with you about your goals in order to provide you with investment strategies that best match your needs.

  • Relationships. D.M. Kelly & Company has a contractual relationship with First Clearing, LLC, for clearing services. First Clearing, LLC, provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in St. Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation’s largest financial service companies. First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges, and is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.