Eric Joseph Voegeli
Investment adviser representative at Diversify Wealth Management, LLC
10 yearsExperience
4 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
10 years in the industry.
- Diversify Wealth Management, LLCFeb 2024 to now
- Diversify Advisory ServicesSep 2023 to now
- Dfpg Investments IncJul 2017 to now
- Discover Financial ServicesJan 2017 to Jul 2017
- UnemployedNov 2016 to Jan 2017
- Ehealth InsuranceFeb 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (FL, NE, UT, WA).
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
- 2951491
- Firm CRD
- 329878