Kelly
Schmalhausen
Dfpg Investments, LLC
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About this Advisor
Kelly Schmalhausen is a financial advisor based in Houston, Texas, working with Dfpg Investments, LLC. Kelly has previously held positions at Dfpg Investments, LLC, Diversify Advisory Services, Diversify Wealth Management, Bokf, Na, Bok Financial Securities, Inc, and Linscomb & Williams. Kelly has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Kelly is part of Dfpg Investments, LLC, which operates out of Houston, Texas. The firm has 25 offices and 20 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Dfpg Investments, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dfpg Investments, LLC Brokerage Details
20
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kelly Schmalhausen Work History
Diversify Wealth Management
Dfpg Investments, LLC
Diversify Advisory Services
Linscomb & Williams
Bok Financial Securities, Inc
Bokf, Na
Disclosures
Please visit the SEC profile of Kelly Schmalhausen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dfpg Investments, LLC
Sandy, UT
Houston, TX
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
San Jose, CA
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