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DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
HERITAGE FINANCIAL SOLUTIONS, LLC
DODGE CITY, Kansas
·
4 registered advisors
·
CRD# 131008
SEC# 801-121552
0
620-471-2020
01
Firm Overview
AUM
$84M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
4 registered advisors
Amber Lee Wallis
DODGE CITY, Kansas
CRD# 4442102
Carolyn Rose Banning
DODGE CITY, Kansas
CRD# 4321116
Elwood Kent Smoll
DODGE CITY, Kansas
CRD# 4320428
Larry Curtis Cook
DODGE CITY, Kansas
CRD# 4470317
05
Office Locations
DODGE CITY, Kansas
4 advisors
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Data sourced from SEC Form ADV filings. DIVERSIFIED PORTFOLIO MANAGEMENT, LLC (CRD# 131008) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.