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Marc Edward Brock

Diversify Wealth Management, LLC

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About Marc Edward Brock

Marc Brock is a financial professional with over 25 years of experience in the industry. Marc currently works at Diversify Wealth Management, LLC, where he provides financial planning and portfolio management services to individuals and businesses. Marc has held previous positions at firms like VISION INVESTMENT SERVICES, INC., NORTHERN TRUST SECURITIES, INC., and OLDE DISCOUNT CORPORATION. Marc is registered as an Investment Advisor Representative in Arizona. Marc is committed to helping individuals and businesses achieve their financial goals.

Firm Information

Marc Brock 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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Marc Brock’s Registration & Firm History

UT

07/18/2024 - Present

Diversify Wealth Management, LLC (SANDY UT)

IL

04/20/2001 - 11/04/2010

VISION INVESTMENT SERVICES, INC. (WINNETKA IL)

AZ

07/17/1997 - 10/25/2010

NORTHERN TRUST SECURITIES, INC. (SCOTTSDALE AZ)

MI

10/11/1995 - 06/04/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 08/01/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/1996

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Edward Brock.
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