Diversify
Diversify, Inc, and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc, a SEC registered investment advisor. Member FINRA SIPC Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).
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Verified contacts
57
available on Kipplo
LinkedIn employees
70
51 to 200 range
Open roles
—
no listings
Distinct roles
33
indexed titles
Tech stack
2
tools in use
Monthly traffic
958
organic / mo
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Decision-makers and verified team members
57 contacts with verified email or phone · masked until revealed.
- HW
Heidi Ward
Client Services Manager · Customer/Client Service
EmailPhone - KC
Karen Chatelain
Client Services Manager · Customer/Client Service
EmailPhone - LW
Landon Wray
Wealth Advisor · Finance & Accounting
EmailPhone - PB
Peter Burnham
Senior Financial Advisor · Finance & Accounting
EmailPhone - AB
Alyssa Bodenhamer
Operations Specialist · Operations
EmailPhone - AF
Aubrie Flynn
Operations Specialist · Operations
EmailPhone - BA
Boo Andersen
Investment Advisor Representative · Finance & Accounting
EmailPhone - CC
Chris Cook
Financial Investment Advisor · Finance & Accounting
EmailPhone - CW
Colten Winchester
Senior Trader · Finance & Accounting
EmailPhone
Showing 9 of 57 verified contacts
Top roles at Diversify
33 distinct titles indexed · top 10 shown.
- 4operations specialist
- 3account manager
- 3wealth advisor
- 2associate
- 2client services manager
- 2financial advisor
- 2financial planner
- 2insurance agent
- 2investment advisor representative
- 2portfolio analyst
- +23more titles
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