Nicholas Brian Stecklein

Current Employers

Employment History

• 08/2016 → 06/2018
  Estify Inc.
  Orem, UT
• 06/2018 → 08/2018
  Moss Adams
  Woodland Hills, CA
• 08/2018 → 12/2018
  Utah Valley University
  Orem, UT
• 01/2019 → 02/2020
  Moss Adams
  Woodland Hills, CA
• 02/2020 → 07/2021
  Ljcooper
  Orem, UT
• 07/2020 → 07/2021
  Dfpg Investments, Llc
  Sandy, UT
• 07/2021 → 03/2025
  North Capital Investment Technology
  Salt Lake City, UT
• 02/2025 → 01/2026
  Dfpg Investments
  Sandy, UT
• 02/2025 → 01/2026
  Diversify Wealth Management
  Sandy, UT
• 01/2023 → Present
  Advantage Tax And Planning
  Lehi, UT

Previous Registrations

• 2025-03-10 → 2026-01-02
  Diversify Wealth Management, Llc
  South Jordan, UT
  Orem, UT
• 2021-07-13 → 2024-06-10
  North Capital
  Salt Lake City, UT
• 2020-02-27 → 2021-07-16
  Diversify Wealth Management Llc
  Orem, UT
• 2019-03-12 → 2020-02-25
  Threadline Wealth
  Woodland Hills, CA
  Bellevue, WA

Other Businesses

Name/Nature of Business: Advantage Tax and Planning Investment Related: No Address: 101 S 1475 W, Lehi, UT 84043 Position/Duties/Relationship: Owner Start Date: January 2023 Hours/Month: 100 Hours/Month During Trading Hours: 100

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-19
• S65 Uniform Investment Adviser Law Examination
  2019-03-12

Designations

Other Names

• Nick Stecklein