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SP

S. Peter Park

DIVERSIFY ADVISORY SERVICES
Bolingbrook, IL
·CRD# 6372429·12 years experience

Professional Summary

S. Peter Park, who also goes by S Peter Peter Park, Sung Peter Park, Sung Chin Park, S Peter Park, is a registered financial advisor currently at DIVERSIFY ADVISORY SERVICES, LLC located in Bolingbrook, Illinois. S. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. S. has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

S Peter Peter Park, Sung Peter Park, Sung Chin Park, S Peter Park

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

DIVERSIFY ADVISORY SERVICES, LLC·CRD# 326060
RIA
Bolingbrook, IL
July 16, 2024 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Bolingbrook, IL
November 11, 2021 - July 18, 2024
LPL FINANCIAL LLC·CRD# 6413
BD
Bolingbrook, IL
November 11, 2021 - July 18, 2024
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Naperville, IL
January 5, 2016 - November 16, 2021
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Naperville, IL
January 5, 2016 - November 16, 2021
EDWARD JONES·CRD# 250
RIA
Downers Grove, IL
January 2, 2015 - December 10, 2015
EDWARD JONES·CRD# 250
BD
Downers Grove, IL
September 23, 2014 - December 10, 2015

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Current Firm

DA
DIVERSIFY ADVISORY SERVICES, LLC

ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | WESTERMAN FINANCIAL | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC

CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - SEC (8/31/2023 Approved)

Contact Information

Main Address

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095

Phone Number

(801) 890-7577

# of Employees

206

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAS WRAP BROCHURE (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

12,951

AUM (Assets Under Management)

$4,648,787,397

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/09/2026Cover PageReport
09/25/2024Cover PageReport

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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) 10/2008 - Real Estate Rental - S. Peter Park - Investment Related - 241 Northlands Drive Cary, NC 27519 2) 04/25/2023 - No Business Name - Not Investment Related - Bolingbrook IL - Outside/W-2 Employment - Minister - Start Date 07/01/2014 - 4 Hours Per Month/0 Hours During Securities Trading 3) 05/16/2023 - Presbyterian Church (USA)- Board of Pension - Not Investment Related - 2000 Market St, Philadelphia, PA 19103 - teaching - Start Date 03/01/2023 - 80 Hours Per Month/ 1 Hour During Securities Trading 4) 10/12/2023 - Hucul Express Inc / DBA Division Truck Driving School - Outside/W-2 Employment - Board Member - Investment Related - 11900 Division Street, Blue Island, IL 60406 - Start Date 02/01/2021 - 12 Hours Per Month/ 0 Hours During Trading 5) 12/01/2023 - Highpoint Planning Partners - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/07/2023 - 160 Hrs/Mo During Trading.

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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".
DA
DIVERSIFY ADVISORY SERVICES, LLC

ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | WESTERMAN FINANCIAL | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC

CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - SEC (8/31/2023 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.
IAR
Illinois
(7/16/2024)
IAR
Texas
(7/16/2024)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view S. Peter Park's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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