Kyle H Shimoda
Investment adviser representative at Diversify Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$4.6BFirm assets
3 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
15 years in the industry.
- Diversify Advisory Services, LLCNov 2023 to now
- Dfpg Investments, LLCNov 2023 to now
- Osaic Wealth, Inc.Sep 2023 to Nov 2023
- Sagepoint Financial, Inc.Oct 2018 to Nov 2023
- Guardian Life Insurance Company of AmericaApr 2008 to Oct 2018
- Park Avenue SecuritiesApr 2008 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (HI, TX).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 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
- 5002402
- Firm CRD
- 326060