Robin Leon Andersen
Investment adviser representative at Diversify Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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 2025 to now
- Diversify Advisory Services, LLCSep 2023 to Mar 2025
- Dfpg Investments, LLCNov 2022 to Dec 2023
- Smart FinancialMar 2021 to Oct 2022
- Townsquare CapitalMar 2021 to Oct 2022
- Creative Financial ServicesOct 2016 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 6897879
- Firm CRD
- 329878