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Thomas Haneman Shanley

Diversify Advisory Services, LLC

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About Thomas Haneman Shanley

Thomas Shanley is an investment advisor representative with Diversify Advisory Services, LLC. Thomas is a licensed professional with over 16 years of experience in the financial services industry. Thomas has a strong background in law, finance, and education. Prior to joining Diversify Advisory Services, LLC, Thomas was a resident producer and insurance broker for MML Investors Services, Inc. Thomas is dedicated to providing his clients with personalized financial advice and guidance. Thomas has a deep understanding of investment strategies and is committed to helping his clients achieve their financial goals.

Firm Information

Thomas Shanley 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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Thomas Shanley’s Registration & Firm History

AZ

02/07/2025 - Present

Diversify Advisory Services, LLC (Carefree AZ)

CO

09/15/2008 - 12/10/2014

LPL FINANCIAL LLC (FORT COLLINS CO)

CO

12/20/2006 - 09/24/2008

MML INVESTORS SERVICES, INC. (FORT COLLINS CO)

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Licenses & Designations

BOTH

Issued 02/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Haneman Shanley.
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