RIA Intelligence

DIVERSIFIED PORTFOLIO MANAGEMENT, LLC

Legal name: HERITAGE FINANCIAL SOLUTIONS, LLC

CRD #131008 SEC #801-121552 DODGE CITY, KS 620-471-2020
SEC Registered
Total AUM
$84.2M
Discretionary
$84.2M
Employees
2
Clients
0
Accounts
393

Firm Details

Organization Type
Limited Liability Company
State of Formation
Kansas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 18, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
COOK, LARRY, CURTISICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WALLIS, AMBER, LEEICHIEF COMPLIANCE OFFICERNA Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
WILLIAM HAYDEN WEALTH MANAGEMENT, LLCDEMEMBERE Control
PROFESSIONAL WEALTH ADVISORS, LLCDEMEMBERD Control
PROFESSIONAL WEALTH ADVISORS, LLCDEMEMBERD Control
PROFESSIONAL WEALTH ADVISORS, LLCDEMEMBERD Control
PROFESSIONAL WEALTH ADVISORS, LLCDEMEMBERD Control
BANNING, CAROLYN, ROSEIMEMBERC Control
BANNING, CAROLYN, ROSEIMEMBERC Control
BANNING, CAROLYN, ROSEIMEMBERC Control
BANNING, CAROLYN, ROSEIMEMBERC Control
BANNING, CAROLYN, ROSEIMEMBERC Control
BANNING, CAROLYN, ROSEIMEMBERC Control
BANNING, CAROLYN, ROSEIMEMBERC Control
BANNING, CAROLYN, ROSEIMEMBERC Control
COOK, LARRY, CURTISIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
COOK, LARRY, CURTISIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
COOK, LARRY, CURTISIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
COOK, LARRY, CURTISIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
DIMENSIONAL ADVISORS, LLCDEMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control
SMOLL, ELWOOD, KENTIMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
WALLIS, AMBER, LEEIWILLIAM HAYDEN WEALTH MANAGEMENT, LLCE Control
BANNING, CAROLYN, ROSEIPROFESSIONAL WEALTH ADVISORS, LLCD Control
BANNING, CAROLYN, ROSEIPROFESSIONAL WEALTH ADVISORS, LLCD Control
BANNING, CAROLYN, ROSEIPROFESSIONAL WEALTH ADVISORS, LLCD Control
BANNING, CAROLYN, ROSEIPROFESSIONAL WEALTH ADVISORS, LLCD Control
SMOLL, ELWOOD, KENTIPORFESSIONAL WEALTH ADVISORS, LLCD Control
SMOLL, ELWOOD, KENTIPORFESSIONAL WEALTH ADVISORS, LLCD Control
SMOLL, ELWOOD, KENTIPORFESSIONAL WEALTH ADVISORS, LLCD Control
SMOLL, ELWOOD, KENTIPORFESSIONAL WEALTH ADVISORS, LLCD Control
COOK, LARRY, CURTISIDIMENSIONAL ADVISORS, LLCC Control
COOK, LARRY, CURTISIDIMENSIONAL ADVISORS, LLCC Control
COOK, LARRY, CURTISIDIMENSIONAL ADVISORS, LLCC Control
COOK, LARRY, CURTISIDIMENSIONAL ADVISORS, LLCC Control

Registrations

Federal

IA
Sep 18, 2023 REGISTERED

Notice Filings (5)

CO KS LA NE TX

Address

707 3RD AVENUE
SUITE B
DODGE CITY, KS 67801
United States
Phone: 620-471-2020