Timothy Kirkpatrick Whipple
Investment adviser representative at Diversify Wealth Management, LLC
27 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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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
27 years in the industry.
- Diversify Wealth Management, LLCMar 2024 to now
- Dfpg Investments, Inc.Oct 2011 to now
- Firstpurpose WealthJan 2008 to now
- Whipple Property Management, LLCFeb 2004 to now
- L J Cooper Capital Management, LLCFeb 2000 to now
- Whipple Financial, Inc.Mar 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, UT).
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
- 2829688
- Firm CRD
- 329878