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Detailed Report
Willis David Gaer
CRD#: 7652726
IA
Investment Adviser
B
Broker
DMKC ADVISORY SERVICES, LLCCRD#: 145112 3900 INGERSOLL AVENUE
SUITE 300
DES MOINES, IA 50312
D.M. KELLY & COMPANYCRD#: 38770 3900 INGERSOLL AVENUE
SUITE 300
DES MOINES, IA 50312
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2023 - Present (1 year)
License(s)

State Registrations

B
Arizona 8/6/2024
B
Missouri 1/2/2025
B
Illinois 9/25/2024
B
Nevada 1/2/2025
B
Iowa 7/3/2023
B
Oregon 8/9/2024
IA
Iowa 7/3/2023
B
Texas 10/4/2024
B
Massachusetts 1/2/2025
B
Wisconsin 1/2/2025
B
Minnesota 4/30/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
DMKC ADVISORY SERVICES, LLC (CRD#:145112)
3900 INGERSOLL AVENUE SUITE 300, DES MOINES, IA 50312
Registered with this firm since 7/3/2023
B
D.M. KELLY & COMPANY (CRD#:38770)
3900 INGERSOLL AVENUE SUITE 300, DES MOINES, IA 50312
3900 INGERSOLL AVENUE SUITE 300, DES MOINES, IA 50312
Registered with this firm since 3/10/2023
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.