Unclaimed Profile

Larry Curtis Cook

DIVERSIFIED PORTFOLIO MANAGEMENT, LLC·DODGE CITY, Kansas

SIE, Series 7, Series 63, Series 65PFSClean record25 years registeredDIVERSIFIED PORTFOLIO MANAGEMENT, LLC

2410 CENTRAL AVENUE, DODGE CITY, KS 67801CRD# 4470317Firm CRD# 131008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Curtis Cook · DODGE CITY, KS

Registration

CRD #4470317 · DIVERSIFIED PORTFOLIO MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIVERSIFIED PORTFOLIO MANAGEMENT, LLC

NEXT FINANCIAL GROUP, INC.

Jul 2004 – Jun 2014

DODGE CITY, KS

HERITAGE FINANCIAL SOLUTIONS, LLC

May 2004 – Feb 2017

DODGE CITY, KS

CBIZ FINANCIAL SOLUTIONS, INC.

Jun 2002 – Jul 2004

DODGE CITY, KS

STRATEGIC ASSET MANAGEMENT, LLC

Dec 2000 – Aug 2004

DODGE CITY, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 7, 2000

Years registered · 25

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFIED PORTFOLIO MANAGEMENT, LLC

CRD 131008 · SEC 801-121552

AUM

$84M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Larry Curtis Cook offer?

Larry Curtis Cook specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Larry Curtis Cook's credentials?

Larry Curtis Cook holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Larry Curtis Cook located?

Larry Curtis Cook is based in DODGE CITY, Kansas, last registered with DIVERSIFIED PORTFOLIO MANAGEMENT, LLC.

How does Larry Curtis Cook charge for services?

Larry Curtis Cook'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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