Marc Edward Brock
Investment adviser representative at Diversify Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
$4.1BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Diversify Wealth Management, LLCJul 2024 to now
- Thrivent Advisor Network LLC, dba Perspective Financial ServicesApr 2023 to Aug 2024
- Your Source Financial, P.L.C.Oct 2010 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Diversify Wealth Management, LLC
$4.1BAssets managed
4,857Clients
78Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2656422
- Firm CRD
- 329878