Tyler Haskell

Employer firm

Diversify Wealth Management, LLC CRD 329878

$4.11B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2012 → Present
  Professional Insurance Solutions
  Payson, UT
• 07/2022 → 09/2023
  Dfpg Investments, Llc
  Sandy, UT
• 03/2025 → Present
  Diversify Wealth Management, Llc
  Sandy, UT
• 09/2023 → 03/2025
  Diversify Advisory Services, Llc
  Sandy, UT

Previous Registrations

• 2023-09-15 → 2025-03-13
  Diversify Advisory Services, Llc
  South Jordan, UT
• 2022-07-20 → 2024-01-02
  Dfpg Investments, Llc
  Sandy, UT
  Payson, UT
  Sandy, UT

Other Businesses

1) Fixed Insurance; Non-investment related; Payson, UT; Insurance; Insurance Agent; 01/01/2012; 25% during business hours; Insurance Broker. Fixed life and Health products. Mostly Medicare business 2) Professional Insurance Solutions; non-investment related; Payson, UT 84651; Insurance Broker; Insurance Agent; 01/01/2012; 25% during business hours; Fixed life and Health products. Mostly Medicare business.

Designations

• Certified Financial Planner