AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AD

Amy C. Diamond

NARUS FINANCIAL PARTNERS
Salt Lake City, UT 84106
Some features on this profile are disabled
CRD#: 6024336
AD

Professional summary

Amy Clingenpeel Diamond, who also goes by Amy Clingenpeel, Amy C. Diamond, Amy Diamond, is a registered financial advisor currently at NARUS FINANCIAL PARTNERS, LLC located in Salt Lake City, Utah.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Amy has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Clingenpeel | Amy C. Diamond | Amy Diamond

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Clingenpeel Diamond'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®
None

Experience

Current

June 2, 2022 - Present

NARUS FINANCIAL PARTNERS, LLC

Office #1: 1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106
RIA
CRD#: 173534
Salt Lake City, UT
Past

October 1, 2015 - May 10, 2022

COPPERWYND FINANCIAL

RIA
CRD#: 143442
Kaysville, UT
Past

August 26, 2014 - May 11, 2015

CREATIVE PLANNING

RIA
CRD#: 105348
KAYSVILLE, UT
Past

December 3, 2012 - August 25, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
SALT LAKE CITY, UT
Past

December 3, 2012 - August 25, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SALT LAKE CITY, UT
Past

May 25, 2012 - August 25, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
SALT LAKE CITY, UT
Past

April 17, 2012 - May 4, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, 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".
NF
NARUS FINANCIAL PARTNERS, LLC
CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA
Registered Investment Advisory firm - (10/27/2014 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.

Highlighted states indicate IAR registrations

IAR
Utah
(6/2/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/21/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2012
General Securities Representative Examination

Current Firm

NF
NARUS FINANCIAL PARTNERS, LLC
CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA
Registered Investment Advisory firm - (10/27/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106
Mailing Address
Phone number
(866) 534-0530
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts197
AUM (Assets Under Management)$ 467,737,201

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

NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534Salt Lake City, UT 84106

TRUST BUT VERIFY

Monitor Amy Diamond

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi
Kyle FukuchiAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Farmington, UT
Neal Jones Hansen
Neal HansenAdvisorCheck Check Mark
NET WORTH ADVISORY GROUP, LLC
IAR
Sandy, UT
JL
Justin LizamaAdvisorCheck Check Mark
SIMPLE FINANCIAL, LLC
IAR
West Jordan, UT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.