Wyatt
Callison

Dmlo Wealth Planning, LLC

CRD#6743425
Investment Advisor
in Louisville, KY

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About this Advisor

Wyatt Callison is a financial advisor based in Louisville, Kentucky, working with Dmlo Wealth Planning, LLC. Wyatt has previously held positions at Money Concepts Capital Corp, Sherwin-Williams, Level Four Wealth Management, Full Time Student, Guidance Capital, Inc, Money Concepts Advisory Service, Private Client Services, LLC, and Dmlo Wealth Planning, LLC. Wyatt has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Wyatt is part of Dmlo Wealth Planning, LLC, which operates out of Louisville, Kentucky. The firm has 3 offices and 12 employees. The firm manages assets totaling $14.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Dmlo Wealth Planning, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2020 High Wickham Place Suite 200
Louisville, KY 40245

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Dmlo Wealth Planning, LLC Brokerage Details

Total Assets Under Management

$14,224,971

KY Average: $949,722,027
Total Number of Employees

12

KY Average: 35
Total Number of Accounts

60

KY Average: 1,296
Average Account Size

$237,083

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Wyatt Callison Work History

2023 - Present (2 years)

Dmlo Wealth Planning, LLC

2022 - Present (3 years)

Guidance Capital, Inc

2022 - Present (3 years)

Private Client Services, LLC

2018 - 2022 (4 years)

Money Concepts Capital Corp

2018 - 2018 (< 1 year)

Sherwin-Williams

2018 - 2022 (4 years)

Money Concepts Advisory Service

2017 - 2017 (< 1 year)

Level Four Wealth Management

2014 - 2017 (3 years)

Sherwin-Williams

2000 - 2017 (17 years)

Full Time Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Wyatt Callison 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 Dmlo Wealth Planning, LLC

Nicholas Whitmer
Louisville, KY
Stephen Gibson
Louisville, KY
Beau Handy
Louisville, KY
Wyatt Callison
Louisville, KY
Christopher Ward
Louisville, KY

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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