KB
Kenneth G. Bown
DIVERSIFY WEALTH MANAGEMENT
Orem, UT 84097
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CRD#: 4773996
KB
Professional summary
Kenneth G. Bown, CFP®, who also goes by Ken G Bown, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Orem, Utah and DFPG INVESTMENTS, LLC located in Orem, Utah.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kenneth has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ken G Bown
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.
FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Owner, January 2005 Hours/month (during business hours): 1 (1) Duties: Strategic planning KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, August 2013 Hours/month (during business hours): 1 (1) Duties: Real estate evaluation KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Owner, January 2018 Hours/month (during business hours): 1 (1) Duties: LLC set up to invest in private securities, Provide capital for investments KTC Ventures (Investment Related) Orem, UT Main business: Holding company for private investment opportunities Position & Start Date: Owner; January 2015 Hours/month (during business hours): 1 (1) Duties: LLC set up for investing in private equity fund, provide capital Creek 23 Capital LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 3 (3) Duties:Admin work Creek 34 Capital LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 3 (3) Duties:Admin work Creek 34 Capital LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 3 (3) Duties: Board meetings and admin work DOMAN.io (YES Investment Related) 3600 N Outlet Pkwy Ste 600 Lehi, UT 84043 Main business: This is an extension of family office services offered by Diversify. Position & Start Date: Director, 4/1/2012 Hours/month (during business hours): 41 Duties: Providing oversight to investment allocation
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth G. Bown'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®
CFP®
Start date: 2007
Experience
Current
March 5, 2024 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC
Office #1: 742 N 530 E, Orem, UT 84097RIA
CRD#: 329878
Orem, UT
Current
October 11, 2011 - Present
DFPG INVESTMENTS, LLC
Office #1: 462 E 800 N, Orem, UT 84097BD
CRD#: 155576
Orem, UT
Past
June 30, 2008 - September 30, 2011
TRIAD ADVISORS LLC
BD
CRD#: 25803
OREM, UT
Past
January 23, 2008 - July 17, 2024
DIVERSIFY WEALTH MANAGEMENT LLC
RIA
CRD#: 145593
OREM, UT
Past
March 28, 2005 - July 24, 2008
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
OREM, UT
Past
July 7, 2004 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
OREM, UT
Past
June 2, 2004 - July 28, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
OREM, UT
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
California(11/13/2014)
RR
Idaho(2/2/2016)
RR
Indiana(1/15/2019)
RR
Michigan(6/25/2020)
RR
Utah(10/11/2011)
IAR
Utah(3/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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)Upgrade to AdvisorCheck Premium
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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 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878Orem, UT 84097TRUST BUT VERIFY
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