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James E Spainhower

Diversify Wealth Management, LLC

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About James E Spainhower

James E Spainhower is a financial advisor with over 20 years of experience in the industry. James currently works for Diversify Wealth Management, LLC in Orem, Utah. Before joining Diversify Wealth Management, James worked at TRIAD ADVISORS, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., ING FINANCIAL PARTNERS, INC., SUNSET FINANCIAL SERVICES, INC., and WMA SECURITIES, INC. James holds Series 6, 7, 63, and 65 licenses as well as the SIE. James has a strong background in financial planning and portfolio management.

Firm Information

James Spainhower 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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James Spainhower’s Registration & Firm History

UT

03/27/2024 - Present

Diversify Wealth Management, LLC (OREM UT)

UT

06/30/2008 - 09/30/2011

TRIAD ADVISORS, INC. (OREM UT)

UT

07/19/2005 - 07/28/2008

CAMBRIDGE INVESTMENT RESEARCH, INC. (OREM UT)

CT

09/01/2004 - 07/21/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

MO

04/05/2001 - 08/25/2004

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

GA

03/24/2000 - 03/29/2001

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/03/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2006

Series 7 - General Securities Representative Examination

BC

Issued 03/23/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James E Spainhower.
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