# DSM Financial L.L.C.

> DSM Financial L.L.C. is a state-registered investment advisory firm in Urbandale, IA, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated January 26, 2026.

- CRD: 301372
- Filed as: DSM FINANCIAL L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Urbandale, IA
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301372
- AdvisorCensus page: https://advisorcensus.com/firm/dsm-financial-l-l-c-urbandale-ia-301372

## Quick answers

**How is DSM Financial L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), DSM Financial L.L.C. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is DSM Financial L.L.C. located?**
DSM Financial L.L.C.'s principal office is in Urbandale, IA, according to its Form ADV.

**Is DSM Financial L.L.C. registered with the SEC or a state?**
DSM Financial L.L.C. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301372.

**Does DSM Financial L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301372

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [dsmfinancial.com](https://dsmfinancial.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DSM Financial L.L.C. (CRD 301372): Form ADV filing data as of October 2026.