Zachary Dean Ahlmer
Investment adviser representative at Diversify Advisory Services, LLC
6 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
6 years in the industry.
- Diversify Advisory Services, LLCNov 2025 to now
- Cetera Advisor Networks LLCJun 2021 to now
- Glide FgMay 2017 to now
- Voya Financial Advisors, Inc.Mar 2021 to Jun 2021
- Southern Utah UniversitySep 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7128254
- Firm CRD
- 326060