# HERITAGE FINANCIAL SOLUTIONS, LLC

HERITAGE FINANCIAL SOLUTIONS, LLC of DODGE CITY, KS is an SEC-registered investment adviser.

## Registration

- CRD: 131008
- Type: SEC-registered investment adviser
- SEC file number: 801-121552
- Location: 2206 SUMMERLON CIRCLE, DODGE CITY, KS, 67801
- Phone: 620-471-2020
- Latest filing: 2026-02-19
- Regulatory AUM: $103.1M
- Discretionary AUM: $103.1M
- Clients: 2
- Accounts: 379

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| COOK LARRY CURTIS | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SMOLL ELWOOD KENT | MEMBER | — |
| BANNING CAROLYN ROSE | MEMBER | — |
| WALLIS AMBER LEE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131008/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131008/similar
- Related entities: https://search.stillhousedata.com/firm/131008/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131008

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.