Advisor at Heritage Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Heritage Financial Solutions, LLC
Location
Dodge City, KS 67801
Credentials
Series 63, Series 65
Industry experience
24 years
$0 - $199,999: 1.85% $200,000 - $499,999: 1.45% $500,000 - $999,999: 1.20% $1,000,000+: 1.00%
Certain investment advisor representatives may receive commissions in their separate capacity as registered representatives of LPL Financial
Account minimum: $100,000 Fee-only: Asset-based fees charged quarterly in advance based on percentage of assets under management
LPL FINANCIAL
2014 - Present (12 years)
DIVERSIFIED PORTFOLIO MANAGEMENT, LLC dba HERITAGE FINANCIAL
2013 - Present (13 years)
Smoll & Banning CPAs, LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Dodge City, KS
Edward Jones
CFP®, ChFC®, Series 63
Dodge City, KS
Edward Jones
Series 63, Series 65
Dodge City, KS
Belpointe Asset Management LLC
Series 63, Series 66
Dodge City, KS
Raymond James Financial
Series 63, Series 66
Dodge City, KS
Edward Jones
Series 66
Dodge City, KS
LPL Financial
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