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Kenneth G. Bown

Diversify Wealth Management, LLC

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About Kenneth G. Bown

Kenneth Bown is a financial advisor with Diversify Wealth Management, LLC. Kenneth has been in the financial industry since June 2004. Kenneth has a Series 7, Series 66, Series 24, and SIE license. Kenneth has offices in both Orem and Sandy, Utah. Kenneth is a Certified Financial Planner. Kenneth is also the owner of KTC Properties, Creek 23 Capital LLC, Creek 34 Capital LLC, and KTB Ventures.

Firm Information

Kenneth Bown 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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Kenneth Bown’s Registration & Firm History

UT

03/05/2024 - Present

Diversify Wealth Management, LLC (OREM UT)

UT

06/30/2008 - 09/30/2011

TRIAD ADVISORS, INC. (OREM UT)

UT

06/02/2004 - 07/28/2008

CAMBRIDGE INVESTMENT RESEARCH, INC. (OREM UT)

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Licenses & Designations

BOTH

Issued 06/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth G. Bown.
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