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Carolyn Rose Banning

DIVERSIFIED PORTFOLIO MANAGEMENT, LLC·DODGE CITY, Kansas
Unclaimed Profile
2410 CENTRAL AVENUE, DODGE CITY, KS 67801CRD# 4321116Firm CRD# 131008
01

About

Carolyn Rose Banning 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
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# 4321116
Firm CRD# 131008
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolyn Rose Banning offer?
Carolyn Rose Banning specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DODGE CITY, Kansas for a consultation.
What are Carolyn Rose Banning's credentials?
Carolyn Rose Banning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Rose Banning located?
Carolyn Rose Banning 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 Carolyn Rose Banning charge for services?
Carolyn Rose Banning'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 in DODGE CITY
Larry Curtis Cook — DIVERSIFIED PORTFOLIO MANAGEMENT, LLCElwood Kent Smoll — DIVERSIFIED PORTFOLIO MANAGEMENT, LLCAmber Lee Wallis — DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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