Tyler James Fagergren

Current Employers

Diversify Wealth Management, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-03-04

UT RA
APPROVED

Since 2024-03-04

Branch Locations

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

9017 S Riverside Dr. Suite 200, Sandy, UT 84070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dfpg Investments, Inc.	South Jordan	UT	03/2014	Present
Diversify Wealth Management	Sandy	UT	02/2024	Present

03/2014 → Present

Dfpg Investments, Inc.

South Jordan, UT
02/2024 → Present

Diversify Wealth Management

Sandy, UT

Previous Registrations

2023-09-15 → 2025-03-11

Diversify Advisory Services, Llc

South Jordan, UT

Other Businesses

1. Diversify Insurance, Inc; Non-Investment Related; 9017 S Riverside Drive, Sandy, UT 84070; Insurance; Agent; 07/2016; 10% during business hours; Helps clients apply for insurance that fits their needs in regards to life, disability and long term care. I will also offer fixed and indexed annuities when appropriate.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-08-24
S63	Uniform Securities Agent State Law Examination	2008-07-01

S65 Uniform Investment Adviser Law Examination

2015-08-24
S63 Uniform Securities Agent State Law Examination

2008-07-01

View on SEC IAPD