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Global Portfolio Strategy | June 2025

Contact

Diversified Wealth Management, LLC

Office: 405-329-0030

Fax: 405-329-5530

2720 Washington Dr. Ste 100

Norman, OK 73069

Series 6, 7, 24, 63, 66, IAR

kenny.divelbiss@lpl.com

LPL Financial Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor.

Diversified Wealth Management LLC and Great Valley Advisor Group are separate entities from LPL Financial.

https://www.greatvalleyadvisors.com/whatwedo/

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