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).
Current Firm Details
Heritage Financial Solutions, LLC
By the Numbers
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Total Assets Under Management88MILLION
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Total Number of Accounts389ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, KS, TX
Financial Advisors at Heritage Financial Solutions, LLC
1
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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