Benjamin Kevin Chappell

Employer firm

Diversify Advisory Services, LLC CRD 326060

$4.65B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 01/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 09/2012 → 01/2018
  Penn Mutual Life Ins Co
  Horsham, PA
• 01/2018 → 11/2022
  Foresight Wealth Management, Llc
  Draper, UT
• 06/2020 → Present
  Houzd Mortgage (Previously Alv Mortgage)
  Draper, UT
• 10/2022 → Present
  Drive Wealth Advisers
  Lehi, UT
• 10/2025 → Present
  Diversify Advisory Services, Llc
  Sandy, UT

Previous Registrations

• 2022-10-11 → 2025-10-15
  Drive Wealth Advisers
  Lehi, UT
• 2018-01-17 → 2022-11-28
  Foresight Wealth Management, Llc
  Draper, UT
• 2017-05-23 → 2018-01-31
  Hornor, Townsend & Kent, Llc
  Holladay, UT

Other Businesses

1) INSURANCE AGENT Doing Business as Longhorn Financial| Investment Related: Yes | Position Held: Sales Agent | Address: 3333 Digital Dr. Lehi, UT 84043 | Start Date: 09/03/2012 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 10 Hrs | Approx Trading Hrs Per Mth: 10 Hrs | Description of Duties: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS. 2) Mortgage Loan Originator | Houzd Mortgage (Previously ALV Mortgage) | 11550 S. 700 E. Draper, UT 84020 | Start Date: 06/01/2020 | 5 Hrs/Month/Trading | Originate Mortgages.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-06
• S63 Uniform Securities Agent State Law Examination
  2012-10-03

Other Names

• Ben Kevin Chappell