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Stephanie Ryan Birenbaum

Diversify Advisory Services, LLC

South Jordan, UT

River Falls, WI

Diversify Wealth Management, LLC

River Falls, WI

South Jordan, UT

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Current Employers
Diversify Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-04-22
NE RA APPROVED 2025-04-16
WA RA APPROVED 2025-04-16
WI RA APPROVED 2025-04-15
  • UT RA
    APPROVED
    Since 2025-04-22
  • NE RA
    APPROVED
    Since 2025-04-16
  • WA RA
    APPROVED
    Since 2025-04-16
  • WI RA
    APPROVED
    Since 2025-04-15

Branch Locations

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

River Falls, WI • United States

Diversify Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-04-22
NE RA APPROVED 2025-04-16
WA RA APPROVED 2025-04-16
WI RA APPROVED 2025-04-15
  • UT RA
    APPROVED
    Since 2025-04-22
  • NE RA
    APPROVED
    Since 2025-04-16
  • WA RA
    APPROVED
    Since 2025-04-16
  • WI RA
    APPROVED
    Since 2025-04-15

Branch Locations

River Falls, WI • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • 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
OrganizationCityStateFromTo
Woodbury Financial Services, Inc Oakdale MN 01/2015 01/2024
Osaic Wealth, Inc. Jersey City NJ 01/2024 04/2025
Dfpg Investments Sandy UT 04/2025 Present
Diversify Advisory Services, Llc Sandy UT 04/2025 Present
Diversify Wealth Management Sandy UT 04/2025 Present
  • 01/2015 → 01/2024
    Woodbury Financial Services, Inc
    Oakdale, MN
  • 01/2024 → 04/2025
    Osaic Wealth, Inc.
    Jersey City, NJ
  • 04/2025 → Present
    Dfpg Investments
    Sandy, UT
  • 04/2025 → Present
    Diversify Advisory Services, Llc
    Sandy, UT
  • 04/2025 → Present
    Diversify Wealth Management
    Sandy, UT
Previous Registrations
  • 2024-01-19 → 2025-04-10
    Osaic Wealth, Inc.
    Scottsdale, AZ
    Scottsdale, AZ
    Scottsdale, AZ
  • 2015-01-14 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
  • 2014-04-17 → 2015-01-15
    Securian Financial Services, Inc.
    St Paul, MN
  • 2014-04-17 → 2015-01-15
    Cri Securities, Llc
    St Paul, MN
  • 2014-01-16 → 2014-04-09
    Woodbury Financial Services, Inc.
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-24
  • S66 Uniform Combined State Law Examination
    2012-01-24
Other Names
  • Stephanie R Field
  • Stephanie R Birenbaum

View on SEC IAPD

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