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Allie Elizabeth Houston

Dogwood Wealth Management, LLC

Lenexa, KS

CRD 7795037

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Employer firm

Dogwood Wealth Management, LLC CRD 317580

$257M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Dogwood Wealth Management, Llc

8813 Penrose Ln Suite 350, Lenexa, KS 66219 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-08
  • KS RA
    APPROVED
    Since 2024-10-08

Branch Locations

8813 Penrose Ln Suite 350, Lenexa, KS 66219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dogwood Wealth Management Lenexa KS 01/2023 Present
Kansas State University Manhattan KS 12/2020 12/2022
Kansas State University Manhattan KS 02/2020 11/2020
Legacy Financial Strategies, Llc Leawood KS 06/2022 08/2022
Witten Construction, Llc Emporia KS 07/2020 08/2020
Bluestem Farm And Ranch Supply, Inc. Emporia KS 05/2019 08/2019
Pete Wheat Ranch Llc Allen KS 05/2016 03/2019
Tri County Telephone Assn Inc Council Grove KS 05/2016 08/2018
Subway Emporia KS 08/2016 08/2017
Northern Heights High School Allen KS 08/2015 05/2019
Kansas Stae University Manhattan KS 08/2019 12/2022
  • 01/2023 → Present
    Dogwood Wealth Management
    Lenexa, KS
  • 12/2020 → 12/2022
    Kansas State University
    Manhattan, KS
  • 02/2020 → 11/2020
    Kansas State University
    Manhattan, KS
  • 06/2022 → 08/2022
    Legacy Financial Strategies, Llc
    Leawood, KS
  • 07/2020 → 08/2020
    Witten Construction, Llc
    Emporia, KS
  • 05/2019 → 08/2019
    Bluestem Farm And Ranch Supply, Inc.
    Emporia, KS
  • 05/2016 → 03/2019
    Pete Wheat Ranch Llc
    Allen, KS
  • 05/2016 → 08/2018
    Tri County Telephone Assn Inc
    Council Grove, KS
  • 08/2016 → 08/2017
    Subway
    Emporia, KS
  • 08/2015 → 05/2019
    Northern Heights High School
    Allen, KS
  • 08/2019 → 12/2022
    Kansas Stae University
    Manhattan, KS
Designations
  • Certified Financial Planner

View on SEC IAPD

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