Allie Elizabeth Houston
Investment adviser representative at Dogwood Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$257.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Dogwood Wealth Management, LLCJan 2023 to now
- Legacy Financial Strategies, LLCJun 2022 to Aug 2022
- Kansas State UniversityDec 2020 to Dec 2022
- Witten Construction, LLCJul 2020 to Aug 2020
- Kansas State UniversityFeb 2020 to Nov 2020
- Kansas Stae UniversityAug 2019 to Dec 2022
- Bluestem Farm and Ranch Supply, Inc.May 2019 to Aug 2019
- SubwayAug 2016 to Aug 2017
- Pete Wheat Ranch LLCMay 2016 to Mar 2019
- Tri County Telephone Assn IncMay 2016 to Aug 2018
- Northern Heights High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Dogwood Wealth Management, LLC
$257.2MAssets managed
233Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7795037
- Firm CRD
- 317580