BN
Benjamin T. Newhouse
DIVERSIFY WEALTH MANAGEMENT
SPRINGFIELD, MO 65804
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CRD#: 3105894
BN
Benjamin Thomas NewhouseDIVERSIFY WEALTH MANAGEMENT
Professional summary
Benjamin Thomas Newhouse, who also goes by Ben Newhouse, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Springfield, Missouri and DFPG INVESTMENTS, LLC located in Springfield, Missouri.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Benjamin has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Ben Newhouse
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Shock Hill Home Owners Assoc; investment-related: No; Breckenridge, CO 80424; Board Member/Officer; serve on HOA board to administer subdivision functions and enforce covenant provisions applying to homes located therein. 1% hours. 2. Vineyard Global Advisors LLC; Investment Related; Springfield, MO; Consultation; Chief Financial Officer & Tax/Legal Counsel; 11/2016; 15% during business hours; Provides legal advice to owner, book-keeping, tax reports. Not involved in any type of securities selection or portfolio management process for this entity, nor any type of communication with securities clients in carrying out duties. 3. Benjamin Newhouse - Sole Proprietor; Non-Investment Related; Springfield, MO; Insurance; Sole Proprietor; 01/2008; 2% during business hours; Solicitation and sales of traditional insurance products, including placement of premium financed insurance policies. 4. Newhouse Professional Consulting, LLC; Non-Investment Related; Springfield, MO; Professional Services; Managing member of LLC; 01/2014; 5% during business hours; Consulting services utilizing my active licenses to practice law and CPA related functions that are provided to select clientele 5. Vineyard Wealth Management, LLC; Investment Related; Springfield, MO; Holding Company; Managing Member; 01/2008; 100% during business hours; Holding company established to receive revenues produced from providing financial services rendered. 6. CAMOCO Holding, LLC; Investment Related; Springfield, MO; Holding company; Chief�Financial�Officer�&�Tax�/�Legal�Counsel; 12/2017; 10% during business hours; Serve as the Chief Financial Officer and Tax/Legal Counsel for this entity. I will not have any role or participate in any way in any securities selection or portfolio management that is conducted by any affiliate of this entity. 7. Vineyard Capital Partners, LLC; Investment Related; Springfield, MO; Consulting; Accountant & Legal Counsel; 11/2016; 2% during business hours; Accounting,�bookkeeping,�legal�counsel.��Activity�within�this�OBA�does�not�involve any�duties pertaining�to�any type�of�securities�selection�or�portfolio�management, activity�does�not�involve�having�any�interaction�or communication�with�any�securities�client.� 8. Vineyard Asset Management, LLC; Investment Related; Springfield, MO; LLC; CEO; 1/2008; 85% during business hours; CEO for this entity conducting all broker-dealer or outside registered investment advisory operations in the servicing and advising of client securities accounts. 9. Mission University; Non-Investment Related; Springfield, MO; Education; Trustee; 11/2019; 4% during business hours; Serving as member of this college's Board of Trustees. Evaluate performance of executive officers of the college, approve financial & strategic plan for the college, approve annual budget, initiate directives of executive officers to fulfill. 10. Good Samaritan Boys Ranch Foundation (Board Member / Treasurer) from 7/20/2023 to Current 501(c)(3) charitable foundation that primarily serves the ongoing operations of the Good Samaritan Boys Ranch. 11. Shock Hill Hideaway, LLC (managing member) from 7/10/2023 to Current This LLC is a holding company that owns 100% of Breckenridge Hideaway, LLC. 12. Breckenridge Hideaway, LLC (managing member) from 7/10/2023 to Current short-term vacation rental house 13. JNBN Holdings, LLC (Manager) from 3/25/2022 to Current Holding company to own personally acquired real estate in separate legal form. 14. Timbers at Riverdale Home Owners Assoc., Inc. (Director) from 3/20/2018 to Current 300 James Ford Lane Ozark, MO 65721. Investment related: No. serve on HOA board to administer subdivision functions and enforce covenant provisions applying to homes located therein. 1% during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Thomas Newhouse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 1, 2025 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC
Office #1: 3812 S Fremont Ave, Springfield, MO 65804RIA
CRD#: 329878
SPRINGFIELD, MO
Current
July 10, 2015 - Present
DFPG INVESTMENTS, LLC
Office #1: 3812 S Fremont Ave, Springfield, MO 65804BD
CRD#: 155576
Springfield, MO
Past
August 12, 2015 - August 21, 2026
INTEGRATED ADVISORS NETWORK LLC
RIA
CRD#: 171991
SPRINGFIELD, MO
Past
July 2, 2012 - July 16, 2015
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
SPRINGFIELD, MO
Past
May 26, 2010 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
DURANGO, CO
Past
May 26, 2010 - July 13, 2015
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
DURANGO, CO
Past
November 6, 2007 - May 26, 2010
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SPRINGFIELD, MO
Past
November 1, 2007 - December 18, 2009
VINEYARD ASSET MANAGEMENT, LLC
RIA
CRD#: 145246
SPRINGFIELD, MO
Past
October 25, 2007 - May 26, 2010
OSAIC WEALTH, INC.
BD
CRD#: 23131
SPRINGFIELD, MO
Past
May 12, 2004 - November 6, 2007
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SPRINGFIELD, MO
Past
May 5, 2004 - November 6, 2007
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MO
Past
September 16, 2002 - May 11, 2004
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SPRINGFIELD, MO
Past
March 8, 2000 - May 11, 2004
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878 / SEC#: 801-129521
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/10/2015)
RR
Arizona(3/6/2020)
RR
Arkansas(7/10/2015)
RR
California(9/7/2021)
RR
Colorado(7/10/2015)
IAR
Colorado(10/1/2025)
RR
Florida(7/10/2015)
RR
Georgia(1/8/2021)
RR
Iowa(9/4/2022)
RR
Kansas(7/10/2015)
RR
Louisiana(9/24/2021)
RR
Michigan(9/6/2017)
RR
Missouri(7/10/2015)
IAR
Missouri(10/30/2025)
RR
Nevada(11/1/2016)
RR
New Jersey(1/2/2020)
RR
Oklahoma(7/15/2015)
IAR
Oklahoma(10/1/2025)
RR
South Carolina(3/28/2017)
RR
Texas(7/10/2015)
IAR
Texas(10/1/2025)
RR
Utah(7/1/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878 / SEC#: 801-129521
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)Loading...
Contact information
Main Address
9017 S Riverside Dr Suite 210, Sandy, UT 84070
Mailing Address
Phone number
(801) 838-9999
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,760 |
| AUM (Assets Under Management) | $ 2,526,799,821 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/09/2026 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878Springfield, MO 65804TRUST BUT VERIFY
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