John P. Newhouse

DIVERSIFY WEALTH MANAGEMENT

EDMOND, OK 73013

Some features on this profile are disabled

CRD#: 4081329

Professional summary

John Peter Newhouse, CFP® is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Edmond, Oklahoma and DFPG INVESTMENTS, LLC located in Edmond, Oklahoma.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

None

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. Integrated Advisors Network; Investment Related; Edmond, OK; RIA; Advisor; 07/2015; 90% during business hours; Provides investment advice on advisory accounts 2. University of Tulsa; non-investment related; Tulsa, OK; Educational Institution; Adjunct Professor; 07/2022; 0% during business hours; teaching. 3. Charis Consulting, LLC; non-investment related; Tulsa, OK; professional attorney services; Consultant - Attorney; 11/2022; 0% during business hours; Work w/ business owners to provide economic & legal analysis to reduce business operation inefficiencies and risks. 4. Asbury Church of Tulsa; non-investment related; Tulsa, OK; non-profit; Board member; 06/2022; 0% during business hours; monitor gifts to the church and its endowment fund via estate planning documents/vehicles (wills, trusts, etc.).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Peter Newhouse's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 1, 2025 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

Office #1: 1900 E 15th St Suite 700d, Edmond, OK 73013

RIA

CRD#: 329878

EDMOND, OK

Current

July 10, 2015 - Present

DFPG INVESTMENTS, LLC

Office #1: 1900 E 15th St Building 800a, Edmond, OK 73013

CRD#: 155576

Edmond, OK

Past

September 17, 2015 - August 21, 2026

INTEGRATED ADVISORS NETWORK LLC

RIA

CRD#: 171991

Edmond, OK

Past

July 2, 2012 - July 8, 2015

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

BROKEN ARROW, OK

Past

May 18, 2011 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

BROKEN ARROW, OK

Past

May 18, 2011 - July 6, 2015

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

BROKEN ARROW, OK

Past

April 13, 2009 - November 5, 2009

OSAIC WEALTH, INC.

CRD#: 23131

BROKEN ARROW, OK

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".

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.

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

Alabama
(7/13/2015)

Colorado
(7/10/2015)

IAR

Colorado
(10/1/2025)

Missouri
(7/10/2015)

IAR

Missouri
(10/1/2025)

Oklahoma
(7/10/2015)

IAR

Oklahoma
(10/1/2025)

IAR

Texas
(10/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/21/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

Registered Investment Advisory firm - (2/16/2024 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFY WEALTH MANAGEMENT (7/25/2025)

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	Cover Page	Report

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.

Similar Advisors

Walter Corea

RBC CAPITAL MARKETS, LLC

IAR

Woodside, NY

Jack Santini

J.P. MORGAN SECURITIES LLC

IAR

New York, NY

Kevin Ruth

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John P. Newhouse

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Peter Newhouse's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFPG INVESTMENTS, LLC

INTEGRATED ADVISORS NETWORK LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/10/2009

FINRA

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DIVERSIFY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors