Christian Allen Ward
Investment adviser representative at Diversify Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
$4.1BFirm assets
2 yearsFirm in business
Are you Christian Allen Ward? Claim your profile
Contact this firm
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
19 years in the industry.
- Diversify Wealth Management, LLCFeb 2024 to now
- Dfpg Investments, LLCDec 2020 to now
- Firstpurpose WealthOct 2020 to Feb 2024
- Fidelity Brokerage Services, LLCOct 2017 to Oct 2020
- Fine DesignAug 2017 to Oct 2017
- Peterson Wealth AdvisorsJun 2014 to Dec 2016
- Utah Air National GuardApr 2007 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 6345102
- Firm CRD
- 329878