Tyler Haskell
Investment adviser representative at Diversify Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm 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
14 years in the industry.
- Diversify Wealth Management, LLCMar 2025 to now
- Professional Insurance SolutionsJan 2012 to now
- Diversify Advisory Services, LLCSep 2023 to Mar 2025
- Dfpg Investments, LLCJul 2022 to Sep 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7566465
- Firm CRD
- 329878