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Amber Lee Wallis

DIVERSIFIED PORTFOLIO MANAGEMENT, LLC·DODGE CITY, Kansas
SIE, Series 6, Series 7, Series 63, Series 65Clean record18 years registeredDIVERSIFIED 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

HERITAGE FINANCIAL SOLUTIONS, LLC
May 2013 – present
NEXT FINANCIAL GROUP, INC.
Mar 2009 – Jun 2014
DODGE CITY, KS
KC INVESTMENT ADVISORS, LLC
Aug 2007 – Mar 2009
GARDEN CITY, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 24, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
CRD 131008 · SEC 801-121552
AUM
$84M
Regulatory assets under management
Employees
2
393 client accounts
Services offered by DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DIVERSIFIED PORTFOLIO MANAGEMENT, LLC →
Introduction

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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

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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