Mitchell George Plant

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

• 11/2019 → 04/2021
  Wells Fargo Clearing Services, Llc
  Sandy, UT
• 07/2017 → 04/2021
  Wells Fargo Bank, Na
  Sandy, UT
• 10/2017 → 07/2018
  Murray Heights Apartments
  Murray, UT
• 08/2012 → 08/2018
  Salt Lake Community College
  Taylorsville, UT
• 08/2018 → 12/2019
  University Of Utah
  Salt Lake City, UT
• 04/2021 → 01/2023
  Fidelity Investments
  American Fork, UT
• 01/2023 → Present
  Butler Financial Advisors Llc
  Taylorsville, UT
• 02/2023 → Present
  Dfpg Investments, Llc
  Sandy, UT

Previous Registrations

• 2021-08-06 → 2023-01-19
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

1) DSPD; non-investment related; 624 W. Krista Court, Murray, UT 84123; health and human services; Respite caretaker; 11/24/2022; 0% during business and trading hours; Caring for disabled individual.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-01

Other Names

• Mitchell Plant
• Mitchell George Plant