Dallin Deloy Griffin
Investment adviser representative at Wealthspire Retirement Advisory
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.6BFirm 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
- Pension consulting
Experience
12 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Nov 2023 to Oct 2025
- Divergent Wealth Advisors, LLCJul 2020 to Aug 2024
- Morgan Stanley Private Bank, National AssociationFeb 2015 to Jul 2020
- Morgan StanleyJun 2014 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 6351530
- Firm CRD
- 121254