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Christian Allen Ward

Diversify Wealth Management, LLC

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About Christian Allen Ward

Christian Ward is a registered investment advisor representative (IAR) with Diversify Wealth Management, LLC based in SANDY, UT. Christian has been in the industry since 2018. Christian is licensed to advise clients in Utah. Christian holds the Series 65, 63, 7, and SIE exams and has been with the firm since 2024. Prior to that, Christian worked at FIDELITY BROKERAGE SERVICES LLC. Christian's professional experience includes roles at Utah Valley University, Peterson Wealth Advisors, Vivint, FirstPurpose Wealth, and DFPG INVESTMENTS, LLC. Christian is also an active member of the Utah Air National Guard.

Firm Information

Christian Ward is currently registered with Diversify Wealth Management, LLC. Diversify Wealth Management, LLC is a wealth management firm headquartered in Sandy, UT. They manage approximately $458 million in assets for a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning and portfolio management services and has a team of 24 investment advisor representatives.
Diversify Wealth Management, LLC

9017 S RIVERSIDE DR SUITE 210

SANDY, UT 84070

$458.07M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Ward’s Registration & Firm History

UT

03/05/2024 - Present

Diversify Wealth Management, LLC (SANDY UT)

UT

11/10/2017 - 10/13/2020

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 11/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian Allen Ward.
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