Andrew Davis Guiney
Investment adviser representative at Diversify Advisory Services, LLC
16 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
16 years in the industry.
- Diversify Advisory Services, LLCOct 2024 to now
- John O'kelleyAug 2019 to now
- Northwestern Mutual Wealth Management CompanyFeb 2020 to Oct 2024
- Northwestern Mutual Investment Services LLCJul 2018 to Oct 2024
- Chris SchaedelJun 2018 to Aug 2019
- Ink LabsAug 2017 to May 2018
- Nebraska Soybean BoardOct 2010 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NE, WA).
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
- 6941262
- Firm CRD
- 326060