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Michael Thomas Redmond

Diversify Advisory Services, LLC

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About Michael Thomas Redmond

Michael Redmond is an investment advisor representative with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Michael is based in SANDY, UT. Michael is registered with the state of Delaware and Texas. Michael has a Series 6, 7, 63, 65 and SIE. Michael has been in the financial services industry since 1999. Michael has worked for several firms in the industry including WFG INVESTMENTS, INC., KESTRA INVESTMENT SERVICES, LLC, and Kestra Advisory Services, LLC. Michael's previous experience is a testament to his expertise and commitment to his clients. Michael offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Michael Redmond 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 Redmond’s Registration & Firm History

DE

10/04/2023 - Present

Diversify Advisory Services, LLC (LEWES DE)

DE

03/20/2017 - 10/21/2022

KESTRA INVESTMENT SERVICES, LLC (DOVER DE)

DE

03/17/2011 - 03/21/2017

WFG INVESTMENTS, INC. (DOVER DE)

DE

02/28/2001 - 03/18/2011

EQUITY SERVICES, INC. (DOVER DE)

NJ

03/23/1999 - 11/06/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 11/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Thomas Redmond. Review regulatory record here.
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