David C. Haas | Financial Advisor

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.

Prior to joining D.M. Kelly & Company, David worked in the Mutual Fund Transfer Agent Accounting and Compliance Administration departments of a national financial services firm.

David joined D.M. Kelly & Company in 2008 and holds the Series 7, 24, 53 and 66 licenses. After training in the operations department, David joined the municipal bond trading desk and helped develop a more expansive corporate bond trading operation. He also researched and presented investment ideas for the institutional and retail portfolios of other D.M. Kelly & Company representatives.

David is currently a Financial Advisor of D.M. Kelly & Company and DMKC Advisory Services, LLC. Working directly with individuals, families and business owners, David helps clients define their financial goals and investment selections. He provides guidance on a full range of investments, including stocks, mutual funds and fixed income.

David is also the firm’s Fixed Income Trader, using his experience to identify desirable fixed income securities for our clients’ portfolios. David plays a vital role in the research and assessment of the securities utilized by DMKC Advisory Services.

David is actively involved in the community serving on The Avenues of Ingersoll and Grand Community Board. He and his wife, Stephanie, have three wonderful children. In his free time, he enjoys spending time with his kids, outdoor activities and reading.