Daniel James Luke
Investment adviser representative at Diversify Wealth Management, LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Diversify Wealth Management, LLCNov 2013 to now
- Diversify Legacy, Inc.Sep 2013 to now
- Dfpg Investments, IncMay 2011 to now
- Diversify Insurance, Inc.Sep 2004 to now
- Luke Family Properties, LLCAug 2001 to now
- Cedar Crest Advisors, LLCApr 2015 to Apr 2018
- Rain Life Home LoansJul 2014 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (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
- 4324353
- Firm CRD
- 329878