Heritage Financial Solutions, LLC

Heritage Financial Solutions, LLC (CRD# 131008) is a financial advisory firm headquartered in Dodge City, KS. They manage $79,656,220 in 508 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $156,804
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, KS, LA, TX

Financial Advisors at Heritage Financial Solutions, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Carolyn Banning
CRD#: 4321116
2410 Central Avenue, Dodge City, KS 67801
93
Wealthminder
score

Carolyn Banning (CRD# 4321116) is an Investment Advisor Representative working at Heritage Financial Solutions, LLC in Dodge City, KS and has over 15 years of experience in the finance industry.

2
Larry C. Cook
CRD#: 4470317
2410 Central Avenue, Dodge City, KS 67801
93
Wealthminder
score

Larry Cook (CRD# 4470317) is an Investment Advisor Representative working at Heritage Financial Solutions, LLC in Dodge City, KS and has over 16 years of experience in the finance industry.

3
Howard L. Hiemstra
CRD#: 5317431
2410 Central Avenue, Dodge City, KS 67801
93
Wealthminder
score

Howard Hiemstra (CRD# 5317431) is an Investment Advisor Representative working at Heritage Financial Solutions, LLC in Dodge City, KS and has over 9 years of experience in the finance industry.

4
Ellwood K. Smoll
CRD#: 4320428
2410 Central Avenue, Dodge City, KS 67801
93
Wealthminder
score

Ellwood Smoll (CRD# 4320428) is an Investment Advisor Representative working at Heritage Financial Solutions, LLC in Dodge City, KS and has over 17 years of experience in the finance industry.

5
Amber L. Wallis
CRD#: 4442102
2410 Central Avenue, Dodge City, KS 67801
93
Wealthminder
score

Amber Wallis (CRD# 4442102) is an Investment Advisor Representative working at Heritage Financial Solutions, LLC in Dodge City, KS and has over 15 years of experience in the finance industry.

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