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Steven Dean Ahlmer

Diversify Advisory Services, LLC

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About Steven Dean Ahlmer

Steven Ahlmer is a financial advisor registered with Diversify Advisory Services, LLC. Steven has been working in the financial services industry since February 2002 and holds the Series 6, Series 63, and Series 65 licenses. Steven specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. He is currently registered with Diversify Advisory Services, LLC, and has previously worked with CETERA ADVISOR NETWORKS LLC, VOYA FINANCIAL ADVISORS, INC., WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Steven's professional experience includes financial services, tax planning, and fixed insurance sales.

Firm Information

Steven Ahlmer 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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Steven Ahlmer’s Registration & Firm History

UT

01/12/2024 - Present

Diversify Advisory Services, LLC (SANDY UT)

UT

06/09/2021 - 11/07/2022

CETERA ADVISOR NETWORKS LLC (MIDVALE UT)

UT

04/19/2005 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (MIDVALE UT)

GA

04/12/2002 - 04/18/2005

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

02/18/2002 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 11/02/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Dean Ahlmer.
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