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Heritage Financial Solutions, LLC
707 3rd Avenue, Suite B
Dodge City, KS 67801
Phone: (620) 471-2020 • Fax: (620) 471-2017
www.heritagefs.net •

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Diversified Portfolio Management, LLC dba Heritage Financial Solutions, LLC.  These entities are separate and apart from LPL Financial.  

Diversified Portfolio Managment, LLC dba Heritage Financial Solutions, LLC is currently registered in Kansas, Texas and Colorado.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Important Disclosures:

Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional.  The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
 
Third Party Websites:
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
 
Client Portals:
Some of the material on this website is password protected.  This area is restricted to authorized users only.  The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality.
 
Social Media Disclosure:
We are not affiliated with any social media website.  Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success.  No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
 
Information that appears on our social media accounts should not be construed as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services over the internet and should not be acted upon without obtaining specific advice from a qualified professional.
 
Any third-party links shared on our social media accounts are not intended to imply that we, or our employees, endorse, sponsor, promote, and/or are affiliated with the owners of or participants on those sites or endorses any information contained on those sites unless expressly stated otherwise.  We have no control over how third-party websites use the information you share.
 
General Disclosure:
Our Firm Brochure that disclose our advisory services, fees and conflicts of interest is available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://adviserinfo.sec.gov/firm/summary/131008.  As with any investment strategy, there is potential for profit as well as the possibility of loss.  We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable.  Past performance is not a guarantee of future results.
 
 

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