Tiffany Nichole Mounteer
Investment adviser representative at Diversify Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.6BFirm 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
Experience
12 years in the industry.
- Diversify Advisory Services, LLCMay 2025 to now
- Dfpg Investments, LLCMay 2025 to now
- Ameriprise Financial Services, IncJun 2018 to May 2025
- Hobby LobbySep 2014 to Jun 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6977772
- Firm CRD
- 326060