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Amber Lee Wallis

DIVERSIFIED PORTFOLIO MANAGEMENT, LLC·DODGE CITY, Kansas
Clean recordDIVERSIFIED PORTFOLIO MANAGEMENT, LLC
707 3RD AVENUE, DODGE CITY, KS 67801CRD# 4442102Firm CRD# 131008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amber Lee Wallis · DODGE CITY, KS
Registration
CRD #4442102 · DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amber Lee Wallis is a registered financial advisor based in DODGE CITY, Kansas, affiliated with DIVERSIFIED PORTFOLIO MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
HERITAGE FINANCIAL SOLUTIONS, LLC
AUM
$84M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DIVERSIFIED PORTFOLIO MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4442102
Firm CRD# 131008
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amber Lee Wallis offer?
Amber Lee Wallis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DODGE CITY, Kansas for a consultation.
What are Amber Lee Wallis's credentials?
Amber Lee Wallis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amber Lee Wallis located?
Amber Lee Wallis is based in DODGE CITY, Kansas, working with DIVERSIFIED PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the DODGE CITY metropolitan area and surrounding communities.
How does Amber Lee Wallis charge for services?
Amber Lee Wallis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED PORTFOLIO MANAGEMENT, LLC?
DIVERSIFIED PORTFOLIO MANAGEMENT, LLC has approximately 2 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DIVERSIFIED PORTFOLIO MANAGEMENT, LLC

Carolyn Rose Banning
DODGE CITY, KS
Elwood Kent Smoll
DODGE CITY, KS
Larry Curtis Cook
DODGE CITY, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in KansasNational Fee Analysis
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