Heritage Financial Solutions, LLC

Heritage Financial Solutions, LLC (CRD# 131008) is a financial advisory firm headquartered in Dodge City, KS. They manage $87,746,511 in 389 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $225,569
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, KS, TX

Financial Advisors at Heritage Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Amber L. Wallis
CRD#: 4442102
707 3rd Avenue, Suite B, Dodge City, KS 67801

Amber Wallis (CRD# 4442102) is an Investment Advisor Representative working at Heritage Financial Solutions, LLC in Dodge City, KS and has over 22 years of experience in the finance industry.

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