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Michael Allan Bendix

Diversify Advisory Services, LLC

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About Michael Allan Bendix

Michael Bendix is a financial professional with over 16 years of experience in the industry. Michael is currently registered with Diversify Advisory Services, LLC as an Investment Advisor Representative. Previously, Michael has held roles at Cedar Crest Advisors, LLC, Omni Brokerage, Inc. and T.R. Winston & Company, LLC. Michael offers financial planning, portfolio management for businesses and individuals, and selection of other advisers to his clients.

Firm Information

Michael Bendix 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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Michael Bendix’s Registration & Firm History

CA

12/11/2023 - Present

Diversify Advisory Services, LLC (Rancho Santa Fe CA)

MA

01/26/2016 - 04/19/2018

CEDAR CREST ADVISORS, LLC (FRAMINGHAM MA)

CA

10/26/2009 - 04/28/2011

OMNI BROKERAGE, INC. (ENCINITAS CA)

CA

07/24/2007 - 11/03/2009

T.R. WINSTON & COMPANY, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 08/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Allan Bendix.
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