Dmlo Wealth Planning, LLC

Dmlo Wealth Planning, LLC (CRD# 316202) is a financial advisory firm headquartered in Louisville, KY. They manage $14,224,971 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2020 High Wickham Place, Suite 200, Louisville, KY 40245
http://dmlowealthplanning.com/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $237,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Dmlo Wealth Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Wyatt Callison, financial advisor Louisville KY
Wyatt P. Callison
CRD#: 6743425
2020 High Wickham Place, Suite 200, Louisville, KY 40245

Wyatt Callison (CRD# 6743425) is an Investment Advisor Representative working at Dmlo Wealth Planning, LLC in Louisville, KY and has over 5 years of experience in the finance industry.

2
Stephen Gibson, financial advisor Louisville KY
Stephen R. Gibson
CRD#: 5557258
2020 High Wickham Place, Suite 200, Louisville, KY 40245

Stephen Gibson (CRD# 5557258) is an Investment Advisor Representative working at Dmlo Wealth Planning, LLC in Louisville, KY and has over 10 years of experience in the finance industry.

3
Beau Handy, financial advisor Louisville KY
Beau J. Handy
CRD#: 6015760
2020 High Wickham Place, Suite 200, Louisville, KY 40245

Beau Handy (CRD# 6015760) is an Investment Advisor Representative working at Dmlo Wealth Planning, LLC in Louisville, KY and has over 12 years of experience in the finance industry.

4
Christopher Ward, financial advisor Louisville KY
Christopher A. Ward
CRD#: 7425221
2020 High Wickham Place, Suite 200, Louisville, KY 40245

Christopher Ward (CRD# 7425221) is an Investment Advisor Representative working at Dmlo Wealth Planning, LLC in Louisville, KY and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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