Tyler Haskell

DIVERSIFY WEALTH MANAGEMENT

Sandy, UT 84070

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CRD#: 7566465

Professional summary

Tyler Haskell, CFP® is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Sandy, Utah.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 3 firms and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) Fixed Insurance; Non-investment related; Payson, UT; Insurance; Insurance Agent; 01/01/2012; 25% during business hours; Insurance Broker. Fixed life and Health products. Mostly Medicare business 2) Professional Insurance Solutions; non-investment related; Payson, UT 84651; Insurance Broker; Insurance Agent; 01/01/2012; 25% during business hours; Fixed life and Health products. Mostly Medicare business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Haskell'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: 2021

Experience

Current

March 14, 2025 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

Office #1: 9017 S Riverside Dr Suite 210, Sandy, UT 84070

RIA

CRD#: 329878

Sandy, UT

Past

September 15, 2023 - March 13, 2025

DIVERSIFY ADVISORY SERVICES, LLC

RIA

CRD#: 326060

SANDY, UT

Past

July 20, 2022 - January 2, 2024

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

Sandy, 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".

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.

Highlighted states indicate IAR registrations

IAR

Utah
(3/14/2025)

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.

Exams

General Industry/Product Exam

SIE

Date: 6/30/2022

Securities Industry Essentials Examination

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

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

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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

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

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.

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Tyler Haskell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Haskell's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFY WEALTH MANAGEMENT, LLC

DIVERSIFY ADVISORY SERVICES, LLC

DFPG INVESTMENTS, LLC

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 6/30/2022

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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