linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cole D tyler Einerson

Diversify Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cole? Claim Your Profile

About Cole D tyler Einerson

Cole Einerson is an Investment Advisor Representative with Diversify Advisory Services, LLC. Cole has been in the industry since October 29, 2019, and has a Series 66, Series 7TO and SIE. Cole holds a registration with the state of Utah. Cole's previous experience includes working at TD Ameritrade, Inc..

Firm Information

Cole Einerson is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cole Einerson’s Registration & Firm History

UT

09/06/2023 - Present

Diversify Advisory Services, LLC (SANDY UT)

UT

08/23/2019 - 11/18/2021

TD AMERITRADE, INC. (MIDVALE UT)

Not sure if Cole D tyler Einerson is right for you?

Licenses & Designations

BOTH

Issued 09/13/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole D tyler Einerson.
Not sure if Cole D tyler Einerson is right for you?