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Karen Chatelain Email
Account Manager . Diversify
Sandy, UT
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Current Roles
Employees:
29Revenue:
$4.6MAbout
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify is a four-time recipient of the MWCN 100 Award, which recognizes the fastest growing companies in the state of Utah. For over a decade, the principals of Diversify have been the Endorsed Local Providers (ELP) for the New York Times best-selling author Dave Ramsey*. Diversify's President, Ryan O. Smith, was featured in Utah Business Magazine for receiving the Forty Under 40 award, which recognizes business leaders under the age of 40 that positive impact the business climate of Utah. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurances offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/). *Dave Ramsey does not endorse investment firms nor the securities offered through DFPG Investments, Inc. Working with an financial professional who is part of the Dave Ramsey SmartVestor and MarketGenius programs cannot guarantee investment success or that financial goals will be achieved. Financial professionals pay a fee for participation in this program. To the extent that a financial advisor’s participation in this program is construed to be a testimonial, please note that it may not be representative of the experience of all our clients, or a guarantee of future performance or success.Diversify Address
9017 South Riverside Drive.Sandy, UT
United States