Inactive

Kyle Trautmann

Diversify Advisory Services, LLC

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

Authority	Category	Status	Date
NE	RA	APPROVED	2024-11-19
WA	RA	APPROVED	2024-10-31

NE RA
APPROVED

Since 2024-11-19
WA RA
APPROVED

Since 2024-10-31

Branch Locations

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

Kirkland, WA • 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
Trautmann Maher & Associates	Mill Creek	WA	07/2009	03/2017
Coldstream Wealth Management	Bellevue	WA	04/2017	07/2017
Nwps	Seattle	WA	06/2010	12/2020
Luke Madsen	Seattle	WA	12/2020	03/2021
Luke Madsen	Seattle	WA	03/2021	10/2024
Northwestern Mutual Investment Services Llc	Seattle	WA	03/2021	10/2024
Diversify Advisory Services, Llc	Sandy	UT	10/2024	Present

07/2009 → 03/2017

Trautmann Maher & Associates

Mill Creek, WA
04/2017 → 07/2017

Coldstream Wealth Management

Bellevue, WA
06/2010 → 12/2020

Nwps

Seattle, WA
12/2020 → 03/2021

Luke Madsen

Seattle, WA
03/2021 → 10/2024

Luke Madsen

Seattle, WA
03/2021 → 10/2024

Northwestern Mutual Investment Services Llc

Seattle, WA
10/2024 → Present

Diversify Advisory Services, Llc

Sandy, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-31
S63	Uniform Securities Agent State Law Examination	2021-07-28

S65 Uniform Investment Adviser Law Examination

2024-10-31
S63 Uniform Securities Agent State Law Examination

2021-07-28

Other Names

Kyle Anthony Trautmann

View on SEC IAPD

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