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Kyle H Shimoda

Diversify Advisory Services, LLC

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About Kyle H Shimoda

Kyle Shimoda is a financial advisor who has been in the industry since 2006. Kyle is currently registered with Diversify Advisory Services, LLC and is a registered investment advisor. Kyle has a strong track record of success in the financial services industry and is committed to providing his clients with personalized financial advice. Kyle holds the Series 6, 7, 63, and 65 licenses and the SIE. Kyle has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses.

Firm Information

Kyle Shimoda 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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percentage of assets

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

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Kyle Shimoda’s Registration & Firm History

UT

08/07/2024 - Present

Diversify Advisory Services, LLC (SANDY UT)

HI

09/01/2023 - 11/21/2023

OSAIC WEALTH, INC. (HONOLULU HI)

HI

10/19/2018 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (HONOLULU HI)

HI

04/28/2008 - 11/07/2018

PARK AVENUE SECURITIES LLC (HONOLULU HI)

HI

05/08/2006 - 04/18/2008

NYLIFE SECURITIES LLC (HONOLULU HI)

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Licenses & Designations

IA

Issued 02/16/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle H Shimoda.
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