Celeste Perian Kennard

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

• 09/2017 → 02/2018
  Cambridge Investment Research
  Fairfield, IA
• 09/2017 → 02/2018
  Cambridge Investment Research
  Fairfield, IA
• 05/2015 → 05/2017
  Utah Valley University
  Orem, UT
• 02/2018 → 02/2018
  Peterson Wealth Advisors
  Orem, UT
• 09/2018 → 01/2020
  Medicus Wealth Planning
  Draper, UT
• 01/2020 → 07/2021
  Medicus Wealth Planning
  Draper, UT
• 07/2021 → 12/2023
  Firstpurpose Wealth
  Orem, UT
• 05/2017 → 09/2017
  Home
  Provo, UT
• 02/2018 → 09/2018
  Home
  Provo, UT
• 01/2024 → Present
  Diversify Wealth Management
  Orem, UT

Previous Registrations

• 2021-09-07 → 2024-07-17
  Diversify Wealth Management Llc
  Orem, UT
• 2020-01-29 → 2021-08-04
  Medicus Wealth Planning, Inc.
  Draper, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-30