Daniel Michael Kelly

Current Employers

Employment History

• 05/1995 → Present
  Dm Kelly & Company
  West Des Moines, IA
• 08/2007 → Present
  Dmkc Advisoy Services Llc
  Des Moines, IA

Other Businesses

1) GRAHAM GROUP; NON-INVESTMENT RELATED; 505 5Th AVE, DES MOINES, IOWA; REAL ESTATE DEVELOPER; NON-VOTING BOARD MEMBER; 2 HOURS/MONTH DURING MARKET HOURS; I SIT AT BOARD MEETINGS 4 TIMES PER YEAR. 2) 4/08/2014 MANAGING DIRECTOR OF BRIGHT FOUNDATION. IN THIS CAPACITY WILL OVERSEE NON-PROFIT FOUNDATION PROVIDING COLLEGE SCHOLARSHIPS TO IOWA HIGH SCHOOL STUDENTS ATTENDING A STATE COLLEGE IN IOWA. PRIMARY JOB DUTIES INCLUDE LEADING QUARTERLY BOARD MEETINGS, ATTENDING VARIOUS FUNCTIONS, GENERAL OVERSIGHT OF FOUNDATION'S ACTIVITIES. THIS IS A PAID POSITION, INVESTMENT-RELATED. EXPECTED HOURS PER MONTH 3 TO 5, WORKED DURING MARKET HOURS. Termed 10/2017 3) NAME OF OTHER BUSINESS: DANIEL M. KELLY REVOCABLE TRUST. INVESTMENT RELATED: YES. ADDRESS OF OTHER BUSINESS: 669 FOSTER DRIVE DES MOINES, IA 50312; NATURE OF BUSINESS: TRUST HAS 14.5% OWNERSHIP INTEREST IN ALLIED INVESTMENT ADVISORS AND 14.5% OWNERSHIP INTEREST IN THE BUILDING. POSITION: TRUSTEE. START DATE OF TRUST 1998. APPROX HOURS PER MONTH: 0. APPROX HOURS PER MONTH DURING SECURITY TRADING HOURS: 0.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-20
• S63 Uniform Securities Agent State Law Examination
  1979-12-15